Robert Brown, financial advisor Fort Worth TX
88 score

Robert Brown

CRD Number: 6313211
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Robert Brown (CRD# 6313211) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Worth, TX Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth, TX Jan 2016 - Current < 1
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
Master Cleaners Lubbock, TX Sep 2012 - May 2013 < 1
Midway High School Waco, TX Aug 2003 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Robert E. Brown
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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