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Joshua Wyatt Lancaster

BROWN MCLEOD, INC·FAIRHOPE, Alabama
Series 52Clean record23 years registeredBROWN MCLEOD, INC
54 S. GREENO ROAD, FAIRHOPE, AL 36532CRD# 2424549Firm CRD# 155548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Wyatt Lancaster · FAIRHOPE, AL
Registration
CRD #2424549 · BROWN MCLEOD, INC · 23 years registered
Brand Profile
Not yet started
01

Career History

BROWN FINANCIAL ADVISORY
Sep 2018 – present
WARREN AVERETT ASSET MANAGEMENT, LLC
Apr 2017 – Aug 2018
BIRMINGHAM, AL
KINSIGHT, LLC
Oct 2002 – Mar 2018
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
Series 52
Registration record
First registered · October 10, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROWN MCLEOD, INC
CRD 155548 · SEC 801-79151
AUM
$301M
Regulatory assets under management
Employees
7
715 client accounts
Services offered by BROWN MCLEOD, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BROWN MCLEOD, INC →
Introduction

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05

Frequently Asked Questions

What services does Joshua Wyatt Lancaster offer?
Joshua Wyatt Lancaster specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRHOPE, Alabama for a consultation.
What are Joshua Wyatt Lancaster's credentials?
Joshua Wyatt Lancaster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Wyatt Lancaster located?
Joshua Wyatt Lancaster is based in FAIRHOPE, Alabama, working with BROWN MCLEOD, INC. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does Joshua Wyatt Lancaster charge for services?
Joshua Wyatt Lancaster's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN MCLEOD, INC?
BROWN MCLEOD, INC has approximately 7 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Scott Mcleod
FAIRHOPE, AL

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Research
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