Richard Brown (CRD# 7465036) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Jacksonville, FL and has over 2 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Florida Financial Advisors | Jacksonville, FL | Nov 2021 - Current | 2 |
University Of North Florida | Jacksonville, FL | Feb 2020 - Nov 2021 | 1 |
Ss&c Advent | Jacksonville, FL | Aug 2019 - Feb 2020 | < 1 |
University Of North Florida | Jacksonville, FL | May 2019 - Aug 2019 | < 1 |
Vistage Florida | Jacksonville, FL | Jan 2019 - May 2019 | < 1 |
Daytona State College | Ormond Beach, FL | Dec 2016 - May 2019 | 2 |
Pure Pool Solutions | Ormond Beach, FL | Feb 2014 - Dec 2016 | 2 |
Oceanside Country Club | Ormond Beach, FL | Jun 2013 - Jul 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- FL
- TX
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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