Trueman Brown

Trueman Brown (CRD# 141602) is a financial advisory firm headquartered in Rolling Meadows, IL. They manage $77,565,719 in 333 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $232,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

IL

Financial Advisors at Trueman Brown
Showing 1 - 1 of 1 top financial advisors.
1
Roy W. Brown
CRD#: 2194463
1600 Golf Road, Suite 1200, Rolling Meadows, IL 60008
96
Wealthminder
score

Roy Brown (CRD# 2194463) is an Investment Advisor Representative working at Trueman Brown in Rolling Meadows, IL and has over 25 years of experience in the finance industry. Roy 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.

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