Grant Brown, financial advisor Richardson TX
73 score

Grant Brown

CRD Number: 5503878
Current Firm: Rlbrown Financial, Inc.

Grant Brown (CRD# 5503878) is an Investment Advisor Representative working at Rlbrown Financial, Inc. in Richardson, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Rlbrown Financial, Inc. Richardson, TX Oct 2011 - Current 5
Lpl Financial Corporation Richardson, TX Sep 2009 - Current 7
Rlbrown Financial Richardson, TX Jun 2008 - Oct 2011 3
Mutual Service Corp Richardson, TX May 2008 - Sep 2009 1
School Richardson, TX Jan 2000 - Aug 2008 8
Baylor University Waco, TX Aug 2004 - May 2008 3
Ninfa's Restaurant Waco, TX Jul 2007 - Feb 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Grant M. Brown
Phone Number: 972-783-7523
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $207,426
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, TX

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BADGES
73

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