Heather Brown (CRD# 6258499) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Livingston, TX and has over 8 years of experience in the finance industry.
CRD# 2960813
Fb Advisory Services, LLC
CRD# 6741469
Edward Jones
CRD# 4043637
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Livingston, TX | Jan 2017 - Current | 7 |
| Securities America Inc. | Livingston, TX | Dec 2014 - Current | 9 |
| Generations Financial Services | Livingston, TX | Oct 2013 - Current | 10 |
| Sagepoint Financial | Livingston, TX | Jul 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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