Joanne BrownCRD Number: 5693827
Current Firm: Redwood Private Wealth
Joanne Brown (CRD# 5693827) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 13 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Redwood Private Wealth LLC||Phoenix, AZ||Jul 2021 - Current||1|
|U.s Department Of Defense||Des Moines, IA||May 2018 - Current||4|
|Brown Financial Resources||Forest City, IA||Oct 2008 - Current||14|
|Horter Investment Management, LLC||Cincinnati, OH||May 2015 - Jul 2021||6|
|Transamerica Financial Advisors, Inc.||Webster City, IA||Jan 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2009|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management149MILLIONS
Total Number of Accounts982ACCOUNTS
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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