Brown Financial Advisory
About this Advisor
Daniel Mcleod is a certified financial planner and chartered financial consultant in Fairhope, Alabama. Currently a registered investment advisor with Brown Financial Advisory, they have accumulated 14 years of professional experience. Mcleod has a Series 63 license, qualifying them as a securities broker. Mcleod can act as a financial advisor in Alabama, Florida, Louisiana and Texas. During their career, Mcleod has held roles at Charles D. Haines, LLC and Brown Mcleod, Inc. Brown Financial Advisory is headquartered in Fairhope, Alabama. In total, Brown Financial Advisory oversees $197 million in assets dispersed across 566 accounts and retains six staff members. The level of assets currently under the firm's management places it among the mid-sized firms in the country. The firm manages 556 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 36% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Brown Financial Advisory can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Brown Financial Advisory Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Daniel Mcleod Work History
Daniel has 14 years of experience.
Brown Mcleod, Inc
Charles D. Haines, LLC
Daniel Mcleod has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Brown Financial Advisory