Andrew Brown (CRD# 6012126) is an Investment Advisor Representative working at West Coast Capital Management, LLC in Gilbert, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Coast Capital Management, LLC | Gilbert, AZ | Jan 2021 - Current | 3 |
| Medicarepro | Gilbert, AZ | Dec 2020 - Current | 3 |
| Brown Legacy & Associates | Gilbert, AZ | Mar 2010 - Current | 14 |
| Mastermind Productions | Scottsdale, AZ | Jan 2003 - Jun 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- AZ
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts112ACCOUNTS
-
Average Account Value$122,885
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, OR
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