David Brown, financial advisor Bloomington MN
88 score

David Brown

CRD Number: 6025485
Current Firm: Raymond James Financial Services Advisors, Inc.

David Brown (CRD# 6025485) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bloomington, MN and has over 2 years of experience in the finance industry.

Similar Advisors
Timothy Brown, financial advisor Bloomington MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Bloomington MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Bloomington MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Bloomington, MN Oct 2014 - Current 2
King Fish Crow St. Paul, MN Oct 2014 - Current 2
Raymond James Financial Services,inc Bloomington, MN May 2012 - Current 4
K L Brown & Associates Bloomington, MN Apr 2012 - Current 4
Unemployed Minneapolis, MN Mar 2011 - May 2012 1
Capella University Minneapolis, MN Mar 2009 - Mar 2011 2
Unemployed Minneapolis, MN Aug 2007 - Mar 2009 1
Dcm Services Minneapolis, MN Nov 2007 - Dec 2007 < 1
Wells Fargo New Brighton, MN Apr 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for David L. Brown
Phone Number: 727-567-5877
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.