Gregory
Brown
Avantax Advisory Services
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About this Advisor
Gregory Brown is a financial advisor who works out of Portsmouth, Ohio who has 5 years of industry experience. Brown is currently employed by Avantax Advisory Services. During their career, the advisor has held roles at Reynolds Financial Services LLC, Cpa Realty, LLC, Avantax Advisory Services, Reynolds & Company and Avantax Investment Services, Inc. Brown maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Avantax Advisory Services is a business based in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It administers $31 billion in assets under management between its 123,393 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually are based on which service is offered. Fee types billed by Avantax Advisory Services most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Gregory Brown Work History
Gregory has been registered as a financial advisor for 5 years.*
Avantax Advisory Services
Cpa Realty, LLC
Reynolds Financial Services LLC
Avantax Investment Services, Inc
Reynolds & Company
*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 Gregory Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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