Gary Brown, financial advisor Round Rock TX
93 score

Gary Brown

CRD Number: 4442882
Current Firm: H.d. Vest Advisory Services, Inc.

Gary Brown (CRD# 4442882) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Round Rock, TX and has over 15 years of experience in the finance industry.

Similar Advisors
Brett Bidwell, financial advisor Round Rock TX
Brett C. Bidwell
CRD# 4349024
C.m.bidwell & Associates Ltd
Score
107
Similar Advisors
Spencer Corzine, financial advisor Round Rock TX
Spencer M. Corzine
CRD# 2940880
Wall Street Financial Group, Inc.
Score
103
Similar Advisors
Christopher Creed, financial advisor Round Rock TX
Christopher D. Creed
CRD# 2504698
Afam Capital, Inc.
Score
103
Company Name Location Dates Years
H.d. Vest Investment Services Georgetown, TX May 2013 - Current 3
H.d. Vest Insurance Services Georgetown, TX May 2013 - Current 3
H.d. Vest Advisory Services Georgetown, TX May 2013 - Current 3
Gary R. Brown Cpa, LLC Georgetown, TX Dec 1997 - Current 19
Mml Investors Services Inc. Georgetown, TX Dec 2002 - Jun 2011 8
Mass Mutual Life Insurance Georgetown, TX Dec 2002 - Jun 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Gary R. Brown
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.