Brown & Associates Investment Services
Stock And Bond Brokers
Why pick this one
Brown & Associates Investment Services provides retirement income planning, portfolio reviews, and small-business SIMPLE and SEP IRA plan management in Fayetteville.
Best for
- Clients planning for retirement income
- Investors seeking periodic portfolio reviews and asset-allocation guidance
- Families developing college funding strategies
- Small businesses establishing SIMPLE or SEP IRA plans
- Employees seeking diversification and asset-allocation guidance for 401(k) accounts
Specialties
- Retirement income planning
- College funding strategies
- Investment portfolio reviews
- Small-business SIMPLE and SEP IRA plan development and management
- 401(k) diversification and asset allocation guidance
- Life, disability, and long-term care insurance audits
Certifications
- FINRA Series 6, 7, 22, 24, 63, 65, and 66 licenses
- North Carolina life, disability, and long-term care insurance licenses
- Registered Principal
- Securities America, Inc. broker-dealer alliance
What makes them different
- Founder Bruce T. Brown has worked in financial services since 1994
- Owner Karen B. Tisdale has worked in financial services since 2007
- Both Karen Tisdale and Bruce Brown are Registered Principals
- Clients receive portfolio reviews, email updates, quarterly newsletters, and personal contact
- The firm provides access through Securities America, Inc. to institutional money management firms and investment research resources
Distilled from this business's own website.
Contact & Location
- Address
- 1005 Hay St, Fayetteville, NC 28305-5315
- Phone
- 19104852672
- Website
- https://www.brownandassociatesis.com
- bruce.brown@brownandais.com
Services
- Wealth-building strategies
- Retirement planning
- Investment management
- College funding
- Portfolio reviews
- Insurance reviews
- Financial education
- Small-business retirement plans
- 401(k) education