Brown Financial Advisory
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
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
Joshua Lancaster Work History
Joshua has 19 years of experience.
Brown Financial Advisory
Warren Averett Asset Management, LLC
Charles D. Haines, LLC
Joshua Lancaster has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Brown Financial Advisory