William Wilkins Brown
Investment adviser representative at Family Legacy, Inc.
31 yearsExperience
1 stateRegistered in
PFSDesignation
$377.3MFirm 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 assetsFixed 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
31 years in the industry.
- Family Legacy, Inc.May 1995 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (SC).
Family Legacy, Inc.
$377.3MAssets managed
257Clients
7Advisers
31 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
- 2627550
- Firm CRD
- 110945