Tim Brown, financial advisor Tampa FL
93 score

Tim Brown

CRD Number: 3125750
Current Firm: Infinex Investments, Inc.

Tim Brown (CRD# 3125750) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Lake Wales, FL Jul 2011 - Current 5
Citizens Financial Group Lake Wales, FL Feb 2010 - Current 6
Citizens Bank And Trust Lake Wales, FL Oct 2009 - Current 7
Uvest Lake Wales, FL Feb 2010 - Jul 2011 1
Indian River Medical Center Vero Beach, FL Jan 2009 - Oct 2009 < 1
Unemployed Vero Beach, FL Sep 2008 - Jan 2009 < 1
Riverside National Bank Fort Pierce, FL Jan 2000 - Sep 2008 8
Uvest Fort Pierce, FL Mar 2000 - Jul 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Tim E. Brown
Phone Number: 203-599-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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