Edgar BrownCRD Number: 1463057
Current Firm: Planmember Securities Corporation
Edgar Brown (CRD# 1463057) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 27 years of experience in the finance industry.
Pbl Wealth Management
Dominion Portfolio Management, Inc.
|Planmember Securities Corporation||Carpinteria, CA||Oct 2013 - Current||9|
|Garden Wheel Enterprises Llc Dba Veritrust Advisor Group||Horseshoe Bay, TX||Oct 2013 - Current||9|
|Vf Insurance Services, LLC||Horseshoe Bay, TX||Jan 2009 - Current||14|
|Veritrust Financial, LLC||Austin, TX||Mar 2006 - Oct 2013||7|
|Az Ranch (self Employed Dba)||Clifton, TX||Jan 2008 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1995|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Total Assets Under Management7,530MILLIONS
Total Number of Accounts67,968ACCOUNTS
Average Account Value$110,789
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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