Raymond Lamar Brown
Advisor at Keystone Wealth Advisors, LLC — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Reno, NV 89502
Keystone Wealth Advisors, LLC
Supported
Total advisors
3Clients per advisor
30 LowAvg AUM per client
$336,667 LowHNW client ratio
12% LowRaymond Brown is a financial advisor with Keystone Wealth Advisors, LLC in Reno, NV. He holds a Series 65 designation and has experience in the financial industry since 2019, including roles at Transamerica Financial Advisors and World Financial Group Insurance Agency. Outside of his advisory work, he assists with his family’s business, Browns and Sons. Keystone Wealth Advisors provides investment management, financial planning, and retirement plan services to individuals, families, trusts, estates, and business entities. The firm primarily manages non-discretionary client accounts and emphasizes coordination with clients’ CPAs and attorneys, offering a high-touch approach to family wealth services.
Based on Keystone Wealth Advisors, LLC
Based on Keystone Wealth Advisors, LLC
Fixed financial planning fees between $1,500 and $20,000; Family Wealth Services one-time fee $5,000–$20,000; monthly fees from $1,000 to $12,500+ depending on service tier
$0 - $249,999.99: 0.80% annually $250,000 - $999,999.99: 0.70% annually $1,000,000 - $2,999,999.99: 0.60% annually $3,000,000+: 0.50% annually
Insurance products sold for commissions by licensed insurance agents, notably Brian Wheeler
$300 per hour for financial planning services
Fee-only: Hourly fee of $300 per hour; fixed fees range from $1,500 to $20,000 for financial planning services; Family Wealth Services one-time fee $5,000–$20,000 plus monthly fees from $1,000 to $12,500+ depending on service tier
Reno, NV
401 Ryland Street, Suite #300
Reno NV 89502
Advisors at this office
3
Nevada
< 1 year of industry experience
Keystone Wealth Advisors, LLC
2026 - Present • 1 year
Reno, NV
Transamerica Financial Advisors
2025 - 2026 • 1 year
Reno, NV
World Financial Group Insurance Agency, LLC
2019 - 2026 • 7 years
Reno, NV
Browns and Sons
2015 - Present • 11 years
Sparks, NV
NV Energy
2014 - 2021 • 7 years
Reno, NV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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