Rebecca Brown, financial advisor Troy MI

Rebecca Brown

CRD Number: 6516094
Current Firm: Charles Schwab & Company, Inc.

Rebecca Brown (CRD# 6516094) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Troy, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Troy, MI Sep 2021 - Current < 1
Charles Schwab & Company, Inc. Troy, MI Jun 2015 - Current 6
Schwab Private Client Investment Advisory, Inc. Indianapolis, IN Aug 2020 - Sep 2021 1
Springleaf Financial Services Evansville, IN Mar 2013 - Jun 2015 2
Gattitown Evansville, IN Mar 2009 - Mar 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Rebecca C. Brown
Phone Number: 415-667-7000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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