Ronald Brown (CRD# 2172320) is an Investment Advisor Representative working at J M Brown Financial Partners in Tulsa, OK and has over 30 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2012 - Current | 12 |
| J M Brown & Associates, Inc. | Tulsa, OK | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- CA
- KS
- MI
- NJ
- NY
- OK
- TN
- TX
- VA
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts716ACCOUNTS
-
Average Account Value$167,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, KS, MI, NJ, NY, OK, TN, TX, VA
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