WB
William W. Brown
FAMILY LEGACY
GREENVILLE, SC 29601
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CRD#: 2627550
WB
Professional summary
William Wilkins Brown, who also goes by William Brown, is a registered financial advisor currently at FAMILY LEGACY, INC. located in Greenville, South Carolina.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Brown
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SERVES AS TRUSTEE FOR TWO PRIVATE FOUNDATIONS, SEVEN TRUSTS, AND PERSONAL REPRESENTATIVE FOR ONE ESTATE. THIS IS AN INVESTMENT RELATED BUSINESS. DUTIES ARE THOSE OF A TRUSTEE. THIS BUSINESS BEGAN IN 1995 AND CONTINUES TO THE PRESENT. APPROXIMATELY 40 PER MONTH ARE DEVOTED TO THIS ACTIVITY, ABOUT 15 ARE DURING TRADING HOURS. THE ADDRESS FOR EACH ENTITY IS P.O. BOX 2545; GREENVILLE, SC 29602. THE NAMES OF THESE ENTITIES FOLLOW; RS CAMPBELL FOUNDATION, BM CAMPBELL FOUNDATION, CAMPBELL CRUT, JC SCHOLL CRUT, ES CAMPBELL CRUT, BM CAMPBELL CRUT, BM CAMPBELL CRUT FOR FURMAN, J&D SULLIVAN CRUT, RS CAMPBELL IRR. TRUST, BM CAMPBELL REV. TRUST, AND THE RS CAMPBELL ESTATE.
NON INVESTMENT ACTIVITIES WITH NO TIME DURING TRADING HOURS: BROWN BUILDING CO., LLC 05/2000 - PRESENT, MEMEBER, ABOUT 1/2 HOUR PER MONTH. LEGACY INSURANCE, LLC -- 8/2005 TO PRESENT, MEMBER, ABOUT 5 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view William Wilkins Brown's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 10, 2004 - Present
FAMILY LEGACY, INC.
Office #1: 104 Broadus Avenue, Greenville, SC 29601RIA
CRD#: 110945
GREENVILLE, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FL
FAMILY LEGACY, INC.
FAMILY LEGACY, INC. | INVESTMENT MONITORING CORP
CRD#: 110945 / SEC#: 801-49710
RIA
Registered Investment Advisory firm - (8/15/1995 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(2/10/2004)
Current Firm
FL
FAMILY LEGACY, INC.
FAMILY LEGACY, INC. | INVESTMENT MONITORING CORP
CRD#: 110945 / SEC#: 801-49710
RIA
Registered Investment Advisory firm - (8/15/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 Pendleton Street Suite 200, Greenville, SC 29601
Mailing Address
Phone number
(864) 233-0808
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 623 |
| AUM (Assets Under Management) | $ 331,819,011 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/03/2025 | ||
| 10/10/2024 | ||
| 10/19/2023 |
Red Flags
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Company Information
FAMILY LEGACY, INC.
CRD#: 110945Greenville, SC 29601TRUST BUT VERIFY
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