Terri Brown, financial advisor Calabasas CA

Terri Brown

CRD Number: 6602378
Current Firm: Sustained Wealth Management

Terri Brown (CRD# 6602378) is an Investment Advisor Representative working at Sustained Wealth Management in Calabasas, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sustained Wealth Management Calabasas, CA Jan 2016 - Current 8
Law Offices Of Terri R. Brown Calabasas, CA Feb 2006 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Terri R. Brown
Phone Number: 818-216-0840
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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