Richard Brown (CRD# 5269606) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Ramsey, NJ and has over 16 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Senior Planning Group | Tamaqua, PA | Sep 2021 - Current | 2 |
| Yolo Ii | Ramsey, NJ | Dec 2020 - Current | 3 |
| 18-35 River Road LLC | Glen Rock, NJ | Aug 2010 - Current | 13 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Dec 2009 - Current | 14 |
| Ameritas Investment Corp. | Lincoln, NE | Mar 2008 - Current | 16 |
| Ameritas Life Insurance | Lincoln, NE | Mar 2008 - Current | 16 |
| Richard L Brown Selective Benefits Group | Ramsey, NJ | Feb 2008 - Current | 16 |
| Yolo Marine LLC | Saddle River, NJ | Sep 2011 - Mar 2018 | 6 |
| Hadco Company LLC | Ramsey, NJ | Jan 2010 - Oct 2016 | 6 |
| Brownstone Partners LLC | Saddle River, NJ | Feb 2002 - Oct 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2007 |
- NJ
-
Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
-
Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.