John Brown (CRD# 32524) is an Investment Advisor Representative working at Brown And Brown Financial Services, Inc. in Dallas, TX and has over 41 years of experience in the finance industry. John 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brown And Brown Securities, Inc. | Dallas, TX | Jun 1984 - Current | 39 |
| Brown And Brown Financial Services, Inc. | Dallas, TX | Jun 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1982 |
- LA
- TX
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$668,585
- A percentage of assets under your management
- Commissions
- Other
- Portfolio management for individuals and/or small businesses
LA, TX
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