Cheryl Brown, financial advisor Houston TX

Cheryl Brown

CRD Number: 2915370
Current Firm: Sunbelt Securities

Cheryl Brown (CRD# 2915370) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 3 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Sunbelt Securities Inc. Houston, TX May 2018 - Current 3
Hewlett Packard Corporation Austin, TX Nov 1997 - Oct 2018 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
S63 Uniform Securities State Law Examination Dec 2018
Contact Info for Cheryl D. Brown
Phone Number: 713-965-9510
Firm Website: http://www.jrpwc.com
Registered State(s):
  • CA
  • CO
  • IL
  • LA
  • MO
  • NE
  • NC
  • OK
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    985
    MILLIONS
  • Total Number of Accounts
    3,224
    ACCOUNTS
  • Average Account Value
    $305,375
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY

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