Michael BrownCRD 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 9 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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Tilia Fiduciary Partners, Inc.
Wells Fargo Clearing Services, LLC
|First Citizens Investor Services||Wilmington, NC||Oct 2008 - Current||9|
|First Citizens Bank||Wilmington, NC||Feb 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management697MILLIONS
Total Number of Accounts2,533ACCOUNTS
Average Account Value$275,168
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, LA, MD, MS, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WV