Donald
Brown

Three Magnolias Financial Advisors

CRD#1380141
Investment Advisor
in Winston Salem, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Donald Brown is a certified financial planner who works out of Winston Salem, North Carolina with a total of 15 years of industry experience. Brown is currently employed by Three Magnolias Financial Advisors. During their career, Brown has held roles at Blue Rock Wealth Management, Cetera Advisor Networks LLC and Three Magnolias Financial Advisors. Brown holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Three Magnolias Financial Advisors is a financial advisory business that has its headquarters in Winston Salem, NC. It has a total of six people on staff. It manages $270 million in total assets between its 1,120 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,120 accounts, 74% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on which services are offered. However, fees charged by Three Magnolias Financial Advisors most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

524 North Trade Street
Winston Salem, NC 27101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Three Magnolias Financial Advisors Brokerage Details

Total Assets Under Management

$270,160,000

NC Average: $3,625,019,099
Total Number of Employees

6

NC Average: 22
Total Number of Accounts

1,120

NC Average: 1,917
Average Account Size

$241,214

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Donald Brown Work History

Donald has been registered as a financial advisor for 15 years.*

2022 - Present (2 years)

Three Magnolias Financial Advisors

2013 - Present (11 years)

Cetera Advisor Networks LLC

2009 - 2022 (13 years)

Blue Rock Wealth Management

*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 Donald 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 Three Magnolias Financial Advisors

Jonathan Kacmarcik
Wrightsville Beach, NC
Donald Brown
Winston Salem, NC
Wesley Reed
Winston Salem, NC
Jennifer Johnson
Winston Salem, NC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started