Charles Brown, financial advisor Glen Ellyn IL

Charles Brown

CRD Number: 4760377
Current Firm: Cb3 Financial Group, Inc.

Charles Brown (CRD# 4760377) is an Investment Advisor Representative working at Cb3 Financial Group, Inc. in Glen Ellyn, IL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Highpoint Advisor Group Dba Cb3 Financial Group, Inc. Brentwood, TN Dec 2013 - Current 10
Cb3 Financial Group Inc. Brentwood, TN Jun 2006 - Current 17
Foremost Trading, LLC Geneva, IL Sep 2014 - Sep 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S65 NASAA Investment Advisors Law Examination Sep 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles R. Brown
Phone Number: 3125137486
Registered State(s):
  • IL
Current Firm Details
Cb3 Financial Group, Inc.
Firm's CRD Number: 159156
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $666,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

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