Alan Brown (CRD# 5224596) is an Investment Advisor Representative working at Avantax Advisory Services in Dayton, OH and has over 16 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pohlman, Talmage, Brown & Campbell Cpas, Inc. | Dayton, OH | Nov 2018 - Current | 5 |
| Avantax Investment Services, Inc. | Dayton, OH | Aug 2010 - Current | 13 |
| Avantax Insurance Agency, LLC | Dayton, ND | Jun 2010 - Current | 13 |
| Avantax Advisory Services | Dayton, OH | Aug 2007 - Current | 16 |
| Brown Tax Consulting Inc. | Dayton, OH | Dec 1994 - Jul 2020 | 25 |
| Brown& Campbell Cpa's Inc. | Dayton, OH | Sep 2009 - Dec 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2010 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- OH
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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