Grant Brown, financial advisor Dallas TX

Grant Brown

CRD Number: 5503878
Current Firm: Advisor Resource Council

Grant Brown (CRD# 5503878) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 15 years of experience in the finance industry. Grant 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.

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Professional Designations
Company Name Location Dates Years
Advisor Resource Council (formerly: 360 Wealth Management, Llc) Richardson, TX Jul 2016 - Current 7
Lpl Financial LLC Richardson, TX Sep 2009 - Current 14
Rlbrown Financial, Inc. Richardson, TX Oct 2011 - Oct 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Grant M. Brown
Phone Number: (972) 421-1360
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,453
    MILLIONS
  • Total Number of Accounts
    12,244
    ACCOUNTS
  • Average Account Value
    $200,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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