Joshua
Lancaster

Brown Financial Advisory

CRD#2424549
Investment Advisor
in Fairhope, AL

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About this Advisor

Joshua Lancaster is a chartered financial analyst operating in Fairhope, Alabama, who has been in the financial industry for 19 years. Lancaster currently works for Brown Financial Advisory. Over the course of their career, they have held roles at Charles D. Haines, LLC, Kinsight, LLC, Warren Averett Asset Management, LLC and Brown Financial Advisory. Lancaster is able to operate in Alabama. Brown Financial Advisory is a financial advisory business that has its headquarters in Fairhope, Alabama. It has $197 million in assets under management across its 566 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 566 client accounts, 36% belong to high-net-worth individuals who have at least $1 million in investable assets. Brown Financial Advisory offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Brown Financial Advisory can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

54 S. Greeno Road
Fairhope, AL 36532

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Brown Financial Advisory Brokerage Details

Total Assets Under Management

$196,940,094

AL Average: $1,620,585,161
Total Number of Employees

6

AL Average: 52
Total Number of Accounts

566

AL Average: 1,560
Average Account Size

$347,951

AL Average: $1,038,837

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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

Joshua Lancaster Work History

Joshua has 19 years of experience.

2018 - Present (3 years)

Brown Financial Advisory

2017 - 2018 (1 year)

Warren Averett Asset Management, LLC

2011 - 2018 (7 years)

Kinsight, LLC

2001 - 2011 (10 years)

Charles D. Haines, LLC

Disclosures

Joshua Lancaster has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Brown Financial Advisory

Christopher Alman
Fairhope, AL
Daniel Mcleod
Fairhope, AL
Joshua Lancaster
Fairhope, AL

This content was compiled from the SEC and FINRA.

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