Joshua
Lancaster

Brown Financial Advisory

CRD#2424549
Investment Advisor
in Fairhope, AL

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About this Advisor

Joshua Lancaster is a financial advisor based in Fairhope, Alabama, working with Brown Financial Advisory. Joshua has previously held positions at Kinsight, LLC, Warren Averett Asset Management, LLC, and Brown Financial Advisory. Joshua is registered to provide services in Alabama. Currently, Joshua is part of Brown Financial Advisory, which operates out of Fairhope, Alabama. The firm has 7 employees and manages assets totaling $300.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Brown Financial Advisory includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

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

Office Location

54 S. Greeno Road
Fairhope, AL 36532

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Brown Financial Advisory Brokerage Details

Total Assets Under Management

$300,769,749

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

7

AL Average: 52
Total Number of Accounts

715

AL Average: 1,560
Average Account Size

$420,657

AL Average: $1,038,837

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

2018 - Present (7 years)

Brown Financial Advisory

2017 - 2018 (1 year)

Warren Averett Asset Management, LLC

2011 - 2018 (7 years)

Kinsight, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Lancaster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brown Financial Advisory

Amy Smith
Fairhope, AL
Mu-Tin Wultsch
Fairhope, AL
Joshua Lancaster
Fairhope, AL
Daniel Mcleod
Fairhope, AL
Harvey Hutchinson
Fairhope, AL

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