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Lamont Adrian Brown

Lamont A. Brown

ALNA WEALTH MANAGEMENT
FREDERICKSBURG, VA 22401
CRD#: 5866585
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Lamont Adrian Brown
Lamont Adrian BrownALNA WEALTH MANAGEMENT

Professional summary

Lamont Adrian Brown, CFP®, who also goes by Lamont Brown, is a registered financial advisor currently at ALNA WEALTH MANAGEMENT located in Fredericksburg, Virginia.

Lamont is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lamont has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lamont 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lamont Adrian 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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

June 9, 2026 - Present

ALNA WEALTH MANAGEMENT

Office #1: 806 Westwood Office Park Suite 105, Fredericksburg, VA 22401
RIA
CRD#: 340941
FREDERICKSBURG, VA
Past

April 5, 2023 - June 3, 2026

MARINER ADVISOR NETWORK

RIA
CRD#: 283824
Fredericksburg, VA
Past

November 3, 2020 - April 17, 2023

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
Fredericksburg, VA
Past

September 26, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
FAIRFAX, VA
Past

September 26, 2016 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
FAIRFAX, VA
Past

July 5, 2016 - September 16, 2016

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
ARLINGTON, VA
Past

July 5, 2016 - September 16, 2016

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
ARLINGTON, VA
Past

October 14, 2014 - July 5, 2016

OSAIC INSTITUTIONS, INC.

RIA
CRD#: 35371
LA PLATA, MD
Past

October 14, 2014 - July 5, 2016

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
LA PLATA, MD
Past

October 10, 2011 - October 17, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BURKE, VA
Past

October 10, 2011 - October 17, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BURKE, VA
Past

February 9, 2011 - September 2, 2011

MORGAN STANLEY

RIA
CRD#: 149777
ALEXANDRIA, VA
Past

January 5, 2011 - September 2, 2011

MORGAN STANLEY

BD
CRD#: 149777
ALEXANDRIA, VA

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
Virginia
(6/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/7/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/31/2011
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/4/2011
General Securities Representative Examination

Current Firm

AW
ALNA WEALTH MANAGEMENT
ALNA FINANCIAL GROUP LLC | ALNA WEALTH MANAGEMENT

CRD#: 340941 / SEC#:

Virginia
Registered Investment Advisory firm - (6/9/2026 Approved)
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Contact information

Main Address
806 Westwood Office Park Suite 105, Fredericksburg, VA 22401
Mailing Address
1285 Emancipation Highway #3021, Fredericksburg, VA 22401
Phone number
(540) 642-1204
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

ALNA WEALTH MANAGEMENT

CRD#: 340941Fredericksburg, VA 22401

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