Brown, Lisle/cummings, Inc.

Brown, Lisle/cummings, Inc. (CRD# 1331) is a financial advisory firm headquartered in Providence, RI. They manage $342,774,504 in 385 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
One Turks Head Place, Suite 800, Providence, RI 02903
https://www.brownlislecummings.com
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $890,323
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, MA, NH, NY, RI, TX, VA, VT, WA

Financial Advisors at Brown, Lisle/cummings, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Mark Chafee, financial advisor Providence RI
Mark H. Chafee
CRD#: 1643951
One Turks Head Place - Suite 800, Providence, RI 02903

Mark Chafee (CRD# 1643951) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 14 years of experience in the finance industry.

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

David Izzi (CRD# 2027961) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 34 years of experience in the finance industry.

3
Scott Lisle, financial advisor Providence RI
Scott S. Lisle
CRD#: 2220388
One Turks Head Place - Suite 800, Providence, RI 02903

Scott Lisle (CRD# 2220388) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 28 years of experience in the finance industry.

4
Joseph McGinn, financial advisor Providence RI
Joseph H. McGinn
CRD#: 2354164
One Turks Head Place - Suite 800, Providence, RI 02903

Joseph McGinn (CRD# 2354164) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 30 years of experience in the finance industry.

5
Louis Murphy, financial advisor Providence RI
Louis G. Murphy
CRD#: 1162141
One Turks Head Place - Suite 800, Providence, RI 02903

Louis Murphy (CRD# 1162141) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 40 years of experience in the finance industry.

6
Maria Plante, financial advisor Providence RI
Maria A. Plante
CRD#: 2679468
One Turks Head Place - Suite 800, Providence, RI 02903

Maria Plante (CRD# 2679468) is an Investment Advisor Representative working at Brown, Lisle/cummings, Inc. in Providence, RI and has over 28 years of experience in the finance industry.

7
Clifford Tracy, financial advisor Providence RI
Clifford B. Tracy
CRD#: 1213468
One Turks Head Place - Suite 800, Providence, RI 02903

Clifford Tracy (CRD# 1213468) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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