Donald Brown (CRD# 1380141) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Winston Salem, NC and has over 38 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.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Winston-salem, NC | Aug 2023 - Current | < 1 |
| Wealth Enhancement Group | Winston-salem, NC | Aug 2023 - Current | < 1 |
| Wealth Enhancement Advisory Services | Winston-salem, NC | Aug 2023 - Current | < 1 |
| Wealth Enhancement Brokerage Services | Winston-salem, NC | Aug 2023 - Current | < 1 |
| Three Magnolias Financial Advisors | Winston Salem, NC | Jan 2022 - Aug 2023 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Aug 2023 | 10 |
| Blue Rock Wealth Management | Winston Salem, NC | Feb 2009 - Jan 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1994 |
- NC
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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