Alison J Brown
Investment adviser representative at Stonex Advisors Inc.
19 yearsExperience
1 stateRegistered in
$5.1BFirm assets
11 yearsFirm in business
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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
- Seminars and workshops
Experience
19 years in the industry.
- Stonex Advisors Inc.Sep 2022 to now
- Stonex Securities IncMay 2022 to now
- Equity Concepts LLC / Cambridge Investment ResearchSep 2018 to Apr 2022
- Three Chopt Financial Planning LLCFeb 2017 to Jul 2018
- Self EmployedJun 2007 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 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
- 5009808
- Firm CRD
- 174182