Donald BrownCRD 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.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|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|
Total Assets Under Management205MILLIONS
Total Number of Accounts721ACCOUNTS
Average Account Value$284,530
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, NC, PA, VA
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