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).
Total Assets Under Management78MILLION
Total Number of Accounts333ACCOUNTS
Average Account Value$232,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.