Donald Brown, financial advisor Winston Salem NC
96 score

Donald Brown

CRD Number: 1380141
Current Firm: Blue Rock Wealth Management, LLC

Donald Brown (CRD# 1380141) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 31 years of experience in the finance industry. Donald 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
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Blue Rock Wealth Management Winston Salem, NC Feb 2009 - Current 7
Financial Network El Segundo, CA Jul 2008 - Dec 2012 4
Hunt Collins & Assoc. Winston-salem, NC Jun 2008 - Feb 2009 < 1
Tristone Community Bank Winston-salem, NC Nov 2004 - Jun 2008 3
Massachusetts Mutual Life Insurance Comp Springfield, MA Feb 1990 - Jun 2008 18
Mml Investors Services, Inc. Winston-salem, NC Feb 1990 - Jun 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Donald E. Brown
Phone Number: 336-723-1220
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $284,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, NC, PA, VA

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

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