David Brown (CRD# 5330743) is an Investment Advisor Representative working at D.s. Brown Wealth Advisors, LLC in Atlanta, GA and has over 16 years of experience in the finance industry. David 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.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.s. Brown Wealth Advisors, LLC | Atlanta, GA | Jan 2020 - Current | 4 |
| Signature Wealth Management Group LLC | Atlanta, GA | May 2017 - Aug 2020 | 3 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - May 2017 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Aug 2008 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- FL
- GA
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts249ACCOUNTS
-
Average Account Value$200,729
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA
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