Matthew Brown, financial advisor Southlake TX

Matthew Brown

CRD Number: 6245624
Current Firm: Mills Wealth Advisors, LLC

Matthew Brown (CRD# 6245624) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 10 years of experience in the finance industry. Matthew 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
Mills Wealth Advisors, LLC Southlake, TX Aug 2017 - Current 6
Td Ameritrade Fort Worth, TX Oct 2013 - Aug 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for Matthew A. Brown
Phone Number: 817-416-7300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    288
    MILLIONS
  • Total Number of Accounts
    1,397
    ACCOUNTS
  • Average Account Value
    $205,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CO, GA, LA, TX, UT, VA

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