Charles Brown, financial advisor Memphis TN
93 score

Charles Brown

CRD Number: 1344595
Current Firm: Ameritas Investment Corp

Charles Brown (CRD# 1344595) is an Investment Advisor Representative working at Ameritas Investment Corp in Memphis, TN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp Lincoln, NE Jun 2006 - Current 10
Ucl Financial Group LLC Memphis, TN Jan 1972 - Current 44
Acacia Llife Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Cincinnati, OH Nov 1972 - Dec 2011 39
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: http://www.ameritas.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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