Grant Brown, financial advisor Richardson TX
76 score

Grant Brown

CRD Number: 5503878
Current Firm: 360 Wealth Management, LLC

Grant Brown (CRD# 5503878) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Richardson, TX and has over 9 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
360 Wealth Management Richardson, TX Jul 2016 - Current 1
Rlbrown Financial, Inc. Richardson, TX Oct 2011 - Current 6
Lpl Financial LLC Richardson, TX Sep 2009 - Current 8
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
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: 972-421-1360
Firm Website: http://www.360wm.net
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    730
    MILLIONS
  • Total Number of Accounts
    4,217
    ACCOUNTS
  • Average Account Value
    $173,110
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, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MN, MO, MS, NC, NE, NH, NM, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA

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BADGES
76

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