Louis Brown (CRD# 6482969) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Forum Financial Management, LP | Lombard, IL | Jul 2021 - Current | 2 |
Weaver And Tidwell LLP | Fort Worth, TX | Jul 2021 - Current | 2 |
Louis Brown, Pllc | Hudson Oaks, TX | Jul 2013 - Current | 10 |
Forum Financial Management, LP | Waco, TX | May 2018 - Jul 2021 | 3 |
Chigbrow Ryan Murata, Chtd. | Boise, ID | Jan 2020 - Dec 2020 | < 1 |
Mml Investors Services LLC | Dallas, TX | May 2015 - May 2018 | 3 |
Mass Mutual Life Insurance Company | Dallas, TX | Nov 2014 - May 2018 | 3 |
Heritage Barns, LLC | Waco, TX | Aug 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- TX
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Total Assets Under Management8,531MILLIONS
-
Total Number of Accounts21,698ACCOUNTS
-
Average Account Value$393,183
- A percentage of assets under your management
- 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
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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