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.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Private Fund Advisors, Inc.
CRD# 6123752
Northwestern Mutual Investment Services,llc
| 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 |
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Total Assets Under Management15MILLIONS
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Total Number of Accounts102ACCOUNTS
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Average Account Value$149,243
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MD, NC
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