Brown, Lisle/cummings, Inc.

Brown, Lisle/cummings, Inc. (CRD# 1331) is a financial advisory firm headquartered in Providence, RI. They manage $37,535,038 in 29 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $1,294,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, MA, RI, WA

Financial Advisors at Brown, Lisle/cummings, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Mark H. Chafee
CRD#: 1643951
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

Mark Chafee (CRD# 1643951) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 7 years of experience in the finance industry.

2
David A. Izzi
CRD#: 2027961
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

David Izzi (CRD# 2027961) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 26 years of experience in the finance industry.

3
Peter G. Lisle
CRD#: 310688
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

Peter Lisle (CRD# 310688) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 26 years of experience in the finance industry.

4
Scott S. Lisle
CRD#: 2220388
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

Scott Lisle (CRD# 2220388) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 21 years of experience in the finance industry.

5
Joseph H. McGinn
CRD#: 2354164
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

Joseph McGinn (CRD# 2354164) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 23 years of experience in the finance industry.

6
Louis G. Murphy
CRD#: 1162141
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

Louis Murphy (CRD# 1162141) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 33 years of experience in the finance industry.

7
Maria A. Plante
CRD#: 2679468
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

Maria Plante (CRD# 2679468) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 20 years of experience in the finance industry.

8
Clifford B. Tracy
CRD#: 1213468
One Turks Head Place - Suite 800, Providence, RI 02903
93
Wealthminder
score

Clifford Tracy (CRD# 1213468) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 25 years of experience in the finance industry.

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