Leeann BrownCRD Number: 5475973
Current Firm: Regal Investment Advisors LLC
Leeann Brown (CRD# 5475973) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has 1 year of experience in the finance industry. Leeann Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advisory Alpha, LLC
J.p. Morgan Securities LLC
Stewardship Trust Advisors
|Regal Investment Advisors||Kentwood, MI||Dec 2010 - Current||12|
|The Brown Agency Inc.||Vashon, WA||Mar 2002 - Current||21|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,043MILLIONS
Total Number of Accounts11,768ACCOUNTS
Average Account Value$173,585
- 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, 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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