Charles BrownCRD Number: 1605521
Current Firm: Ipi Wealth Management, Inc.
Charles Brown (CRD# 1605521) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Kennett, MO and has over 34 years of experience in the finance industry.
Dickinson Barnum Investment Management, LLC
Momentum Independent Network Inc.
|Investment Planners, Inc.||Kennett, MO||Jun 2017 - Current||4|
|Baker Welman Brown Financial Services||Kennett, MO||Aug 1986 - Current||35|
|Baker Welman Brown Insurance||Kennett, MO||Aug 1986 - Current||35|
|Cabot Lodge Securities LLC||Kennett, MO||May 2017 - Jun 2017||< 1|
|Wilbanks Securities||Oklahoma City, OK||Aug 2003 - Jun 2017||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management1,210MILLIONS
Total Number of Accounts6,579ACCOUNTS
Average Account Value$183,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, 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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