Robert Brown (CRD# 1163675) is an Investment Advisor Representative working at Second Line Capital, LLC in Gretna, LA and has over 40 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Second Line Capital, LLC | Gretna, LA | May 2023 - Current | < 1 |
| Lpl Financial, LLC | Gretna, LA | Jun 2015 - Current | 8 |
| Advisor Resource Council (formerly: 360 Wealth Management, Llc) | Gretna, LA | Aug 2018 - May 2023 | 4 |
| Level Four Advisory Services | Gretna, LA | Jun 2015 - Aug 2018 | 3 |
| J.p. Morgan Securities LLC | New Orleans, LA | Oct 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- LA
-
Total Assets Under Management402MILLIONS
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Total Number of Accounts1,911ACCOUNTS
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Average Account Value$210,430
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, LA, MI, MS, TX, VA
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