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Joshua Wyatt Lancaster

BROWN MCLEOD, INC·FAIRHOPE, Alabama
Unclaimed Profile
54 S. GREENO ROAD, FAIRHOPE, AL 36532CRD# 2424549Firm CRD# 155548
01

About

Joshua Wyatt Lancaster is a registered financial advisor based in FAIRHOPE, Alabama, affiliated with BROWN MCLEOD, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BROWN MCLEOD, INC
BROWN FINANCIAL ADVISORY
AUM
$301M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BROWN MCLEOD, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2424549
Firm CRD# 155548
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in FAIRHOPE
Eric Oaks Kallen — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Margaret S Allison — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Ransome Spottswood Foose — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.Daniel Scott Mcleod — BROWN MCLEOD, INCFredrick Steven Hayek — HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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