Shad Brown, financial advisor Mesa AZ
90 score

Shad Brown

CRD Number: 6333604
Current Firm: Commonwealth Financial Network

Shad Brown (CRD# 6333604) is an Investment Advisor Representative working at Commonwealth Financial Network in Mesa, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Brown & Jensen, LLC Mesa, AZ Oct 2014 - Current 3
Dana Law Firm Scottsdale, AZ Feb 2013 - Sep 2014 1
Irs< Office Of Chief Counsel Phoenix, AZ Jun 2009 - Feb 2013 3
Irs, Office Of Chief Counsel Washington, DC Jun 2008 - Jun 2009 1
University Of Florida Gainsville, FL May 2007 - May 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Shad M. Brown
Phone Number: 781-736-0700
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    61,475
    MILLIONS
  • Total Number of Accounts
    261,237
    ACCOUNTS
  • Average Account Value
    $235,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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