Charles Brown, financial advisor Memphis TN

Charles Brown

CRD Number: 1344595
Current Firm: Ameritas Advisory Services, LLC

Charles Brown (CRD# 1344595) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Memphis, TN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 17
Ameritas Life Insurance Corp Lincoln, NE Jun 2006 - Current 17
Ucl Financial Group LLC Memphis, TN Jan 1972 - Current 52
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Charles R. Brown
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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