Stephan Brown (CRD# 6661454) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Bankruptcy Group | Roseville, CA | Apr 2015 - Current | 9 |
| Self Employed | Roseville, CA | Jul 2014 - Apr 2015 | < 1 |
- CA
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts663ACCOUNTS
-
Average Account Value$242,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA
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