Romy Brown, financial advisor San Diego CA

Romy Brown

CRD Number: 2534514
Current Firm: Beta Wealth Group, Inc.

Romy Brown (CRD# 2534514) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in San Diego, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Beta Wealth Group, Inc. San Diego, CA May 2018 - Current 5
Pacific Wealth Management, LLC San Diego, CA Mar 2000 - Apr 2018 18
Girard Securities, Inc. San Diego, CA Apr 2005 - Oct 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2000
Contact Info for Romy M. Brown
Phone Number: 858-207-3377
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $919,533
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, TX, UT, WA

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