Unclaimed Profile

Bonny Lynn Brown

OAK HILL WEALTH ADVISORS, LLC·LANSDOWNE, Virginia

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Series 99TOClean record14 years registeredOAK HILL WEALTH ADVISORS, LLC

19415 DEERFIELD AVE, LANSDOWNE, VA 20176CRD# 4436538Firm CRD# 318606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bonny Lynn Brown · LANSDOWNE, VA

Registration

CRD #4436538 · OAK HILL WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

WELLS FARGO ADVISORS

Jul 2025 – present

OAK HILL WEALTH ADVISORS, LLC

Mar 2024 – Oct 2024

LANSDOWNE, VA

OAK HILL WEALTH ADVISORS, LLC

May 2022 – Sep 2022

LANSDOWNE, VA

WELLS FARGO CLEARING SERVICES, LLC

Sep 2011 – May 2022

HAGERSTOWN, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · September 30, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK HILL WEALTH ADVISORS, LLC

CRD 318606 · SEC 801-123308

AUM

$542M

Regulatory assets under management

Employees

1,156 client accounts

Services offered by OAK HILL WEALTH ADVISORS, LLC

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 OAK HILL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bonny Lynn Brown offer?

Bonny Lynn Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANSDOWNE, Virginia for a consultation.

What are Bonny Lynn Brown's credentials?

Bonny Lynn Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonny Lynn Brown located?

Bonny Lynn Brown is based in LANSDOWNE, Virginia, working with OAK HILL WEALTH ADVISORS, LLC. Their office serves clients in the LANSDOWNE metropolitan area and surrounding communities.

How does Bonny Lynn Brown charge for services?

Bonny Lynn Brown's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK HILL WEALTH ADVISORS, LLC?

OAK HILL WEALTH ADVISORS, LLC has approximately 9 employees and manages $542M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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