Kevin BrownCRD Number: 3084314
Current Firm: Insight Wealth Partners
Kevin Brown (CRD# 3084314) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 19 years of experience in the finance industry.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Insight Wealth Partners||Plano, TX||Feb 2018 - Current||< 1|
|Ameriprise Financial Services, Inc.||Plano, TX||Sep 2005 - Jan 2018||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management437MILLIONS
Total Number of Accounts476ACCOUNTS
Average Account Value$917,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, LA, NH, TX
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