Brown And Brown Financial Services, Inc.

Brown And Brown Financial Services, Inc. (CRD# 105392) is a financial advisory firm headquartered in Dallas, TX. They manage $95,573,531 in 158 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $604,896
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Brown And Brown Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John C. Brown
CRD#: 32524
4925 Greenville Avenue #990, Dallas, TX 75206
96
Wealthminder
score

John Brown (CRD# 32524) is an Investment Advisor Representative working at Brown And Brown Financial Services, Inc. in Dallas, TX and has over 35 years of experience in the finance industry. John 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.

2
Alexis L. Brown
CRD#: 4111525
4925 Greenville Avenue #990, Dallas, TX 75206
93
Wealthminder
score

Alexis Brown (CRD# 4111525) is an Investment Advisor Representative working at Brown And Brown Financial Services, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.

3
Guy U. Griffeth
CRD#: 5745959
4925 Greenville Avenue #990, Dallas, TX 75206
93
Wealthminder
score

Guy Griffeth (CRD# 5745959) is an Investment Advisor Representative working at Brown And Brown Financial Services, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.

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