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Joshua Wyatt Lancaster

Brown Financial Advisory

Fairhope, AL

CRD 2424549

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Employer firm

Brown Financial Advisory CRD 155548

$468M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Brown Financial Advisory

54 S. Greeno Road, Fairhope, AL 36532 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-09-12
  • AL RA
    APPROVED
    Since 2018-09-12

Branch Locations

54 S. Greeno Road, Fairhope, AL 36532 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kinsight, Llc Birmingham AL 06/2011 08/2018
Warren Averett Asset Management, Llc Birmingham AL 04/2017 08/2018
Brown Financial Advisory Fairhope AL 09/2018 Present
  • 06/2011 → 08/2018
    Kinsight, Llc
    Birmingham, AL
  • 04/2017 → 08/2018
    Warren Averett Asset Management, Llc
    Birmingham, AL
  • 09/2018 → Present
    Brown Financial Advisory
    Fairhope, AL
Previous Registrations
  • 2017-04-28 → 2018-08-21
    Waverly Advisors, Llc
    Birmingham, AL
    Birmingham, AL
  • 2002-10-10 → 2018-03-09
    Kinsight, Llc
    Birmingham, AL
Designations
  • Chartered Financial Analyst
Other Names
  • Josh Lancaster
  • Joshua W Lancaster

View on SEC IAPD

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