Paul Brown, financial advisor Webster TX

Paul Brown

CRD Number: 4204004
Current Firm: Gradient Advisors, LLC

Paul Brown (CRD# 4204004) is an Investment Advisor Representative working at Gradient Advisors, LLC in Webster, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Titan Tax Advisors Webster, TX Aug 2020 - Current 3
Gradient Advisors, LLC Arden Hills, MN Jul 2018 - Current 5
Rmd Financial Houston, TX Dec 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Paul D. Brown
Phone Number: 877-885-0508
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    1,434
    ACCOUNTS
  • Average Account Value
    $123,502
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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