Lee Brown, financial advisor Gnadenhutten OH
93 score

Lee Brown

CRD Number: 2005745
Current Firm: H.d. Vest Advisory Services, Inc.

Lee Brown (CRD# 2005745) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Gnadenhutten, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Gnadenhutten, OH Nov 1993 - Current 23
H.d. Vest Investment Services Gnadenhutten, OH Oct 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for Lee E. Brown
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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