Michael Brown, financial advisor Wilmington NC
96 score

Michael Brown

CRD Number: 5630190
Current Firm: First Citizens Investor Services, Inc.

Michael Brown (CRD# 5630190) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 7 years of experience in the finance industry. Michael 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.

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Professional Designations
Company Name Location Dates Years
First Citizens Investor Services Wilmington, NC Oct 2008 - Current 8
First Citizens Bank Wilmington, NC Feb 2003 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Michael S. Brown
Phone Number: 919-716-7492
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    559
    MILLIONS
  • Total Number of Accounts
    2,293
    ACCOUNTS
  • Average Account Value
    $243,803
Compensation Options
  • A percentage of assets under your management
  • 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

CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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