Greg Brown
CRD Number: 6002011Current Firm: Pathway Financial Planning
Compensation Model: Fee Only
Greg Brown is a Fee-only financial advisor who helps working professionals gain total control of their money and build wealth smarter.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Pathway Financial Planning, LLC | Northville, MI | May 2011 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- MI
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$291,998
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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