EH
Evan M. Hipp
BROWN FINANCIAL ADVISORY
Fairhope, AL 36532
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CRD#: 7653655
EH
Professional summary
Evan Michael Hipp, who also goes by Evan M Hipp, is a registered financial advisor currently at BROWN FINANCIAL ADVISORY located in Fairhope, Alabama.
Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Evan has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evan M Hipp
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.
I am a licensed Sales Associate with Blackwell Realty, Inc in Daphne, AL since May 2022 and Berkshire Hathaway Home Services PenFed Realty in Santa Rosa, FL since September 2020. I will maintain my active licenses until the end of the year, since the dues are paid through December 31, 2023. At that time, I will set them to inactive and resign from both brokerage firms. I spend between 0 to 2 hours per week on real estate-related activities, and none of those hours are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Evan Michael Hipp'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
December 18, 2024 - Present
BROWN FINANCIAL ADVISORY
Office #1: 54 S. Greeno Road, Fairhope, AL 36532RIA
CRD#: 155548
Fairhope, AL
Past
January 8, 2024 - April 5, 2024
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
MOBILE, AL
Past
January 6, 2024 - April 5, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MOBILE, AL
Past
June 28, 2023 - October 4, 2023
SWAN CAPITAL
RIA
CRD#: 305793
PENSACOLA, FL
Past
November 4, 2022 - February 1, 2023
PFS INVESTMENTS INC.
BD
CRD#: 10111
NICEVILLE, FL
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".
BROWN FINANCIAL ADVISORY
BROWN FINANCIAL ADVISORY | BROWN MCLEOD, INC
CRD#: 155548 / SEC#: 801-79151
RIA
Registered Investment Advisory firm - (2/4/2014 Approved)Alabama
Registered Investment Advisory firm - (4/16/2014 Terminated)Florida
Registered Investment Advisory firm - (3/7/2014 Terminated)Louisiana
Registered Investment Advisory firm - (3/19/2014 Terminated)Texas
Registered Investment Advisory firm - (3/7/2014 Terminated)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
Alabama(12/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 11/4/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
BROWN FINANCIAL ADVISORY
BROWN FINANCIAL ADVISORY | BROWN MCLEOD, INC
CRD#: 155548 / SEC#: 801-79151
RIA
Registered Investment Advisory firm - (2/4/2014 Approved)Alabama
Registered Investment Advisory firm - (4/16/2014 Terminated)Florida
Registered Investment Advisory firm - (3/7/2014 Terminated)Louisiana
Registered Investment Advisory firm - (3/19/2014 Terminated)Texas
Registered Investment Advisory firm - (3/7/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
54 S. Greeno Road, Fairhope, AL 36532
Mailing Address
Phone number
(251) 928-9498
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 344,026,037 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BROWN FINANCIAL ADVISORY
CRD#: 155548Fairhope, AL 36532TRUST BUT VERIFY
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