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Kevin Thomas Brown

2 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is a registered representative with Triad Advisors in Norcross, GA. He spends approximately 20 hours per week during securities trading hours and less than 5 hours per week outside of those hours on this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Amj Financial Wealth Management LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Triad Advisors LLCBroker
February 2024 - August 2024 · 6 mos
Ameriprise Financial Services, LLCBroker
October 2023 - January 2024 · 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Kevin Thomas Brown - Financial Advisor | TrueAdvisor