Michael Brown (CRD# 866495) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 39 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Patriot Investment Management Group Inc. | Knoxville, TN | Sep 2021 - Current | 2 |
| Retired | Lakewood Ranch, FL | Oct 2020 - Aug 2021 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2015 - Sep 2020 | 5 |
| Cambridge Investment Research Advisors, Inc, | Fairfield, IA | May 2015 - Sep 2020 | 5 |
| Lpl Financial Llc (f/k/a Linsco Private Ledger) | Fairfield Glade, TN | Nov 2007 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
- FL
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Total Assets Under Management1,529MILLIONS
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Total Number of Accounts4,270ACCOUNTS
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Average Account Value$358,153
- A percentage of assets under your management
- Hourly charges
- 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, CA, CO, FL, GA, KY, LA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, SC, TN, TX, VA, WI
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