Raymond
Brown

Osaic Advisory Services, LLC

CRD#5081299
Investment Advisor
in Atlanta, GA

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About this Advisor

Raymond Brown is a financial advisor based in Atlanta, Georgia, working with Osaic Advisory Services, LLC. Raymond has previously held positions at Royal Alliance, New England Securities, Triad Advisors, Inc, and Triad Hybrid Solutions, LLC. Raymond has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Florida, Georgia, Illinois, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Washington. Currently, Raymond is part of Osaic Advisory Services, LLC, which operates out of Atlanta, Georgia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2300 Windy Ridge Parkway Suite 750
Atlanta, GA 30339

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$4,938,711,328

GA Average: $3,570,121,308
Total Number of Employees

2,582

GA Average: 58
Total Number of Accounts

20,269

GA Average: 1,608
Average Account Size

$243,658

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Raymond Brown Work History

2016 - Present (8 years)

Triad Hybrid Solutions, LLC

2015 - Present (9 years)

Triad Advisors, Inc

2014 - 2015 (1 year)

Royal Alliance

2010 - 2014 (4 years)

New England Securities

Disclosures

Please visit the SEC profile of Raymond 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 Osaic Advisory Services, LLC

Olivia Burke
Atlanta, GA
Thomas Gallardo
Atlanta, GA
Rachael Holcomb
Knoxville, TN
Brian Lueker
Allentown, PA
Jason Iannantuono
Allentown, PA
Kasia Medlar
Atlanta, GA
Matthew Stephens
Wilmington, NC
Patrick Rusch
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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