Berton Brown, financial advisor West Palm Beach FL
93 score

Berton Brown

CRD Number: 4554466
Current Firm: Primoris Capital Management, LLC

Berton Brown (CRD# 4554466) is an Investment Advisor Representative working at Primoris Capital Management, LLC in West Palm Beach, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jan 2013 - Current 3
Primoris Capital Management, LLC Huntington, NY Aug 2012 - Current 4
Florida Investment Advisory Delray Beach, FL Jan 2008 - Dec 2012 4
Merrimac Corporate Securities, Inc. Lake Mary, FL Jan 2008 - Nov 2012 4
K.w. Brown Investments Delray Beach, FL Jan 2003 - Jan 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Berton R. Brown
Phone Number: 888-850-7746
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $96,915
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CT, FL, NY

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

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