Robert Brown (CRD# 6313211) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Worth, TX and has over 9 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Fort Worth, TX | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Fort Worth, TX | May 2018 - Current | 5 |
| Bank Of America, N.a. | Fort Worth, TX | Mar 2016 - May 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth, TX | Jan 2016 - May 2018 | 2 |
| Thrivent Financial | Appleton, WI | Feb 2015 - Dec 2015 | < 1 |
| Thrivent Investment Management Inc. | Temple, TX | Apr 2014 - Dec 2015 | 1 |
| Thrivent Financial | Appleton, WI | Dec 2014 - Feb 2015 | < 1 |
| Shriners Hospitals | Waco, TX | Feb 2014 - Nov 2014 | < 1 |
| Heb | Waco, TX | Sep 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- TX
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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