Debra BrownCRD Number: 6274478
Current Firm: Wny Asset Management, LLC
Debra Brown (CRD# 6274478) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 9 years of experience in the finance industry. Debra Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Equitable Advisors, LLC
|Cadaret, Grant & Company, Inc.||Williamsville, NY||Aug 2014 - Current||9|
|Wny Asset Management||Williamsville, NY||Aug 2014 - Current||9|
|First Investors Corporation||Cheektowaga, NY||Nov 2013 - Jun 2014||< 1|
|Niagara University||Niagara University, NY||Jul 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management1,106MILLIONS
Total Number of Accounts6,476ACCOUNTS
Average Account Value$170,832
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA
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