Sawyer
Brown

Financial Concepts

CRD#7786131
Investment Advisor
in Columbus, MS

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About this Advisor

Sawyer Brown is a financial advisor based in Columbus, Mississippi, working with Financial Concepts. Sawyer has previously held positions at Financial Concepts, Mississippi State University, Caring Transitions Of Gtr, East Mississippi Community College, Sleepmade, Caledonia High School, and Caledonia Middle School. Sawyer has passed the Series 65 regulatory exam and is registered to provide services in Mississippi and Texas. Currently, Sawyer is part of Financial Concepts, which operates out of Columbus, Mississippi. The firm has 14 employees and manages assets totaling $760.0 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Financial Concepts includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1121 Second Ave N
Columbus, MS 39701

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Financial Concepts Brokerage Details

Total Assets Under Management

$760,025,133

MS Average: $479,240,389
Total Number of Employees

14

MS Average: 11
Total Number of Accounts

4,829

MS Average: 582
Average Account Size

$157,388

MS Average: $823,437

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sawyer Brown Work History

2023 - Present (1 year)

Financial Concepts

2022 - 2023 (1 year)

Financial Concepts

2021 - 2022 (1 year)

Mississippi State University

2021 - 2021 (< 1 year)

Caring Transitions Of Gtr

2020 - 2021 (1 year)

East Mississippi Community College

2018 - 2020 (2 years)

Sleepmade

2014 - 2018 (4 years)

Caledonia High School

2012 - 2014 (2 years)

Caledonia Middle School

Disclosures

Please visit the SEC profile of Sawyer 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 Financial Concepts

Scott Ferguson
Columbus, MS
Sawyer Brown
Columbus, MS
Kristen Elsmore
Columbus, MS
Felice Olmos
Columbus, MS
Rhonda Ferguson
Columbus, MS

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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