Christopher
Browne

United Capital Financial Advisors

CRD#6251644
Investment Advisor
in Langhorne, PA

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About this Advisor

Christopher Browne is a financial advisor based in Langhorne, Pennsylvania, working with United Capital Financial Advisors. Christopher has previously held positions at Lincoln Investment Planning, Inc, Citizens Securities, Inc, Citizens Bank, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, and United Capital Financial Advisors, LLC. Christopher has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Christopher is part of United Capital Financial Advisors, which operates out of Langhorne, Pennsylvania. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 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, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1707 Langhorne Newton Road Ste. 130
Langhorne, PA 19047

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United Capital Financial Advisors Brokerage Details

Total Assets Under Management

$17,693,379,042

PA Average: $3,042,739,679
Total Number of Employees

288

PA Average: 49
Total Number of Accounts

49,991

PA Average: 2,315
Average Account Size

$353,931

PA Average: $1,314,358

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Christopher Browne Work History

2021 - Present (3 years)

United Capital Financial Advisors, LLC

2016 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2023 (7 years)

Bank Of America, N.A

2014 - 2016 (2 years)

Citizens Securities, Inc

2014 - 2016 (2 years)

Citizens Bank

2013 - 2014 (1 year)

Lincoln Investment Planning, Inc

Disclosures

Please visit the SEC profile of Christopher Browne 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 United Capital Financial Advisors

Brian Frack
Larkspur, CA
Reid Guthrie
Spring, TX
Javier Madrid
Tucson, AZ
Rachel Hall
Rockford, IL
Gregory Abell
Fort Lauderdale, FL
Julie Hanson
Seattle, WA
Chloe Berentsen
Scottsdale, AZ
Angela Perez
Irving, TX

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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