Lee Brown, financial advisor Prescott AZ

Lee Brown

CRD Number: 2314532
Current Firm: Packerland Brokerage Services, Inc.

Lee Brown (CRD# 2314532) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Prescott, AZ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Green Bay, WI Jan 2020 - Current 4
First Financial Equity Corporation Scottsdale, AZ Jan 2010 - Jan 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Lee K. Brown
Phone Number: 920-662-9500
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    930
    MILLIONS
  • Total Number of Accounts
    7,065
    ACCOUNTS
  • Average Account Value
    $131,629
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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