Alison J Brown

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 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

• 06/2007 → 06/2018
  Self Employed
  Henrico, VA
• 05/2022 → Present
  Stonex Securities Inc
  Henrico, VA
• 09/2018 → 04/2022
  Equity Concepts Llc / Cambridge Investment Research
  Henrico, VA
• 02/2017 → 07/2018
  Three Chopt Financial Planning Llc
  Henrico, VA
• 09/2022 → Present
  Stonex Advisors Inc
  Henrico, VA

Previous Registrations

• 2017-04-27 → 2018-07-03
  Three Chopt Financial Planning, Llc
  Henrico, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-15
• S65 Uniform Investment Adviser Law Examination
  2015-06-04

Other Names

• Alison Jennette Brown
• Alison Jennette Wade