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Allison Brown, financial advisor Crofton MD

Allison Brown

CRD Number: 5959722
Current Firm: Tpc Wealth Management

Allison Brown (CRD# 5959722) is an Investment Advisor Representative working at Tpc Wealth Management in Crofton, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tpc Wealth Management LLC Crofton, MD Sep 2012 - Current 8
Brightpath Retirement Solutions Fka The Planning Companies LLC Crofton, MD Jul 2007 - Current 13
Alphastar Capital Management, LLC Cornelius, NC Sep 2011 - Apr 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Allison J. Brown
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $149,243
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MD, NC

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