William Brown (CRD# 1144559) is an Investment Advisor Representative working at Redwood Private Wealth in Mauldin, SC and has over 26 years of experience in the finance industry.
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Jul 2021 - Current | 1 |
| Redwood Tax Specialists | Cornelius, NC | Jan 2020 - Current | 3 |
| Kovack Securities Inc. | Columbia, SC | Oct 2014 - Jul 2021 | 6 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Oct 2014 - Jul 2021 | 6 |
| Resource Horizons Group, LLC | Atlanta, GA | Mar 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- SC
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Total Assets Under Management149MILLIONS
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Total Number of Accounts982ACCOUNTS
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Average Account Value$151,988
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WI
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