Joshua Lancaster is a CFA-designated registered investment advisor at Brown Financial Advisory, based in Fairhope, AL, with 23 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 241 clients with $340M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
54 S. Greeno Road, Fairhope, AL, 36532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brown Financial Advisory
Previous Registrations
Warren Averett Asset Management, LLC
Kinsight, LLC
State Registrations1 state
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