Valerie Hamilton Brown

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 05/2024
  Lincoln Financial Advisors
  Malvern, PA
• 05/2024 → 01/2025
  Lincoln Financial Distributors, Inc.
  Fort Wayne, IN
• 01/2025 → 01/2026
  Transamerica Investors Securities, Llc
  Palm Harbor, FL
• 01/2025 → 01/2026
  Transamerica Life Insurance Company
  Palm Harbor, FL
• 02/2026 → Present
  Osaic Wealth, Inc
  Palm Harbor, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-06-03
• S63 Uniform Securities Agent State Law Examination
  2004-08-04

Other Names

• Valerie Hamitlon
• Valerie Theresa Hamitlon
• Valerie Theresa Hamilton
• Valerie Hamilton-Brown