Aubrey Mckee Brown

Employer firm

Weatherly Asset Management CRD 106935

$1.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2015 → 08/2019
  Lifetime Financial Advisors, Inc.
  Encinitas, CA
• 03/2015 → 08/2019
  Lpl Financial, Llc
  Encinitas, CA
• 09/2019 → 08/2022
  Weatherly Asset Management, Lp
  Del Mar, CA
• 09/2022 → Present
  Weatherly Asset Management, Lp
  Del Mar, CA

Previous Registrations

• 2016-05-03 → 2019-09-04
  Lpl Financial Llc
  Encinitas, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-12-11

Designations

• Certified Financial Planner