Joshua Wyatt Lancaster
Investment adviser representative at Brown Financial Advisory
15 yearsExperience
1 stateRegistered in
CFADesignation
$468.2MFirm 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
- Pension consulting
Experience
15 years in the industry.
- Brown Financial AdvisorySep 2018 to now
- Warren Averett Asset Management, LLCApr 2017 to Aug 2018
- Kinsight, LLCJun 2011 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AL).
Brown Financial Advisory
Legal name: Brown Mcleod, Inc
$468.2MAssets managed
288Clients
6Advisers
12 yearsIn 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
- 2424549
- Firm CRD
- 155548