William BrownCRD Number: 5898039
Current Firm: Questar Asset Management, Inc.
William Brown (CRD# 5898039) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Minneapolis, MN and has over 5 years of experience in the finance industry. William Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Questar Asset Management||Minneapolis, MN||Jul 2016 - Current||< 1|
|Questar Capital Corporation||Minneapolis, MN||Jul 2016 - Current||< 1|
|Girard Securities||Anderson, SC||Jul 2015 - Jun 2016||< 1|
|United Capital Financial Advisers, LLC||Newport Beach, CA||Jul 2015 - Jun 2016||< 1|
|The Investment Center Inc.||Seneca, SC||Oct 2013 - Jul 2015||1|
|Ic Advisory Services Inc.||Seneca, SC||Oct 2013 - Jul 2015||1|
|Wells Fargo Advirsors, LLC||Anderson, SC||May 2013 - Oct 2013||< 1|
|Wells Fargo Bank Na||Anderson, SC||May 2013 - Oct 2013||< 1|
|Edward Jones||St Louis, MO||Mar 2011 - May 2013||2|
|Tnt Direct Sales Group||Charleston, SC||Nov 2010 - Mar 2011||< 1|
|Unemployed||Charleston, SC||Sep 2010 - Nov 2010||< 1|
|New Chapter, Inc.||Brattleboro, VT||Jan 2009 - Sep 2010||1|
|New Chapter, Inc.||Brattleboro, VT||Dec 2007 - Jan 2009||1|
|Ginseng Hill Landscaping||Brattleboro, VT||Jun 2007 - Dec 2007||< 1|
|Keene State College||Keene, NH||Jun 2005 - Jul 2007||2|
|Siena College||Loudonville, NY||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
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