Milton BrownCRD Number: 5464105
Current Firm: Franklin Street Advisors Inc.
Milton Brown (CRD# 5464105) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry. Milton 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Wachovia Bank, N.a.||Winston Salem, NC||May 1982 - Current||35|
Total Assets Under Management2,032MILLIONS
Total Number of Accounts1,219ACCOUNTS
Average Account Value$1,667,326
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, NC, SC, TX, VA
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