Marisa Brown, financial advisor San Marcos TX

Marisa Brown

CRD Number: 7073517
Current Firm: Charles Schwab & Company, Inc.

Marisa Brown (CRD# 7073517) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Marcos, TX and has over 4 years of experience in the finance industry.

Similar Advisors
Leah Coleman, financial advisor San Marcos TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
William Alexander, financial advisor San Marcos TX
William J. Alexander
CRD# 5553208
Transce3nd LLC
Similar Advisors
Brandon Allen, financial advisor San Marcos TX
Brandon V. Allen
CRD# 6235984
Edward Jones
Company Name Location Dates Years
Charles Schwab And Company, Inc. San Marcos, TX Feb 2019 - Current 5
Kathleen Brown Attorney At Law, Pllc Wichita Falls, TX May 2018 - Dec 2018 < 1
Ut Austin Austin, TX Jan 2018 - May 2018 < 1
Instituto Tecnológico Autónomo De México Mexico City, Aug 2017 - Dec 2017 < 1
The Wright Companies Austin, TX Aug 2015 - Aug 2017 2
University Of Texas At Austin Austin, TX Aug 2014 - Aug 2017 3
9ichat Shanghai, Apr 2015 - Aug 2015 < 1
Kathlen Brown Attorney At Law Wichita Falls, TX May 2014 - Aug 2014 < 1
Holliday Independent School District Holliday, TX Aug 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Marisa M. Brown
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.