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Katherine Lynette Brown

JOSS BROWN WEALTH ADVISORS GROUP LLC·WILLIAMSBURG, Virginia
Unclaimed Profile
1321 JAMESTOWN ROAD, SUITE 201, WILLIAMSBURG, VA 23185CRD# 4311348Firm CRD# 324719
01

About

Katherine Lynette Brown is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with JOSS BROWN WEALTH ADVISORS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
JOSS BROWN WEALTH ADVISORS GROUP LLC
JOSS BROWN WEALTH ADVISORS
AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JOSS BROWN WEALTH ADVISORS GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4311348
Firm CRD# 324719
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katherine Lynette Brown offer?
Katherine Lynette Brown specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.
What are Katherine Lynette Brown's credentials?
Katherine Lynette Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Lynette Brown located?
Katherine Lynette Brown is based in WILLIAMSBURG, Virginia, working with JOSS BROWN WEALTH ADVISORS GROUP LLC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.
How does Katherine Lynette Brown charge for services?
Katherine Lynette Brown'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 JOSS BROWN WEALTH ADVISORS GROUP LLC?
JOSS BROWN WEALTH ADVISORS GROUP LLC has approximately 5 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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