Kevin
Brown
Usi Advisors
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About this Advisor
Kevin Brown is a certified financial planner working in Atlanta, Georgia. Brown currently works for Usi Advisors. Throughout their career, Brown has worked at Aon Securities LLC, Aon Investments Usa Inc, Regions Bank, Usi Consulting Group, Usi Securities and Usi Advisors. Brown maintains a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Georgia. Usi Advisors is a financial advisory business based in Glastonbury, CT. It has offices in 12 locations and a total of 69 advisors. It manages $32 billion in total assets among its 1,210 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 73 charities and foundations. The firm performs a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely depend on which service is provided. Fees billed by Usi Advisors can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$32,076,079,040
69
1,210
$26,509,156
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kevin Brown Work History
Kevin has been registered as a financial advisor for 0 years.*
Usi Consulting Group
Usi Securities
Usi Advisors
Aon Securities LLC
Aon Investments Usa Inc
Regions Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Brown 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 Usi Advisors
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Atlanta, GA
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
