Francis Anthony Brown
Investment adviser representative at Abundant Wealth Management LLC
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$243.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Abundant Wealth Management LLCJun 2025 to now
- Abundant Wealth Mgmt LLCApr 2018 to now
- The Leaders Group IncApr 2010 to now
- Tlg Advisors, Inc.Jan 2016 to Jun 2025
- The Smith Company, Inc.May 2010 to Dec 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Abundant Wealth Management LLC
$243.8MAssets managed
187Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2245427
- Firm CRD
- 331285