Justin Brownlee (CRD# 6166759) is an Investment Advisor Representative working at Brownlee Wealth Management in The Woodlands, TX and has over 11 years of experience in the finance industry. Justin Brownlee 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.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Brownlee Wealth Management | The Woodlands, TX | Jul 2019 - Current | 4 |
Fidelity Investments | The Woodlands, TX | Nov 2016 - Jun 2019 | 2 |
Fidelity Investments | The Woodlands, TX | Oct 2015 - Nov 2016 | 1 |
Student Mobilization | Fayetteville, AR | May 2010 - Oct 2015 | 5 |
Valic Financial Advisors, Inc. | Linthicum, MD | Mar 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management212MILLIONS
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Total Number of Accounts218ACCOUNTS
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Average Account Value$972,260
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, LA, TX
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