Dennis Brown, financial advisor Alexandria VA

Dennis Brown

CRD Number: 1637279
Current Firm: Investment Initiatives, LLC

Dennis Brown (CRD# 1637279) is an Investment Advisor Representative working at Investment Initiatives, LLC in Alexandria, VA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Initiatives, LLC Alexandria, VA Mar 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Dennis J. Brown
Phone Number: 800-763-5763
Registered State(s):
  • OH
  • VA
Current Firm Details
Investment Initiatives, LLC
Firm's CRD Number: 170334
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $273,821
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MI, OH, VA

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