Heather Brown, financial advisor Akron OH
96 score

Heather Brown

CRD Number: 5383985
Current Firm: Sequoia Financial Advisors, LLC

Heather Brown (CRD# 5383985) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has over 8 years of experience in the finance industry. Heather Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sequoia Financial Group, LLC Akron, OH Aug 2011 - Current 5
Sequoia Financial Advisors, LLC Akron, OH Sep 2007 - Current 9
Valmark Securities, Inc. Akron, OH Jul 2007 - Current 9
Sequoia Financial Group, LLC Akron, OH Jul 2010 - Jul 2011 1
Sequoia Financial Group, LLC Akron, OH Sep 2007 - Jun 2010 2
Sequoia Financial Group, LLC Akron, OH Jun 2007 - Sep 2007 < 1
Erie Bayfront Dance Erie, PA Aug 2005 - Jun 2007 1
Mercyhurst College Dance Dept. Erie, PA Sep 2003 - May 2007 3
Mercyhurst College Erie, PA Sep 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Heather L. Brown
Phone Number: 330-375-9480
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    1,851
    MILLIONS
  • Total Number of Accounts
    4,005
    ACCOUNTS
  • Average Account Value
    $462,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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