Michele Brown, financial advisor Tustin CA
93 score

Michele Brown

CRD Number: 1999798
Current Firm: Fusion Capital Management

Michele Brown (CRD# 1999798) is an Investment Advisor Representative working at Fusion Capital Management in Tustin, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Coppell Advisory Solutions, LLC Coppell, TX Apr 2014 - Current 2
Brown Benefits Insurance Ser Santa Ana, CA Aug 1988 - Current 28
Bma Securities Rolling Hills Estates, CA Jul 2013 - Apr 2014 < 1
Brookstreet Securities Corporation Irvine, CA Jul 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Michele P. Brown
Phone Number: 866-254-4235
Firm Website: http://www.fusioncm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    1,620
    ACCOUNTS
  • Average Account Value
    $75,733
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV

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

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