Chad Brown (CRD# 2763956) is an Investment Advisor Representative working at Aegis Capital Corp. in Encinitas, CA and has over 27 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Capital Corp | New York, NY | Sep 2021 - Current | 2 |
| Lpl Financial | San Diego, CA | May 2018 - Aug 2021 | 3 |
| Wells Fargo Clearing Services, LLC | San Diego, CA | Nov 2016 - May 2018 | 1 |
| Wells Fargo Advisors, LLC | San Diego, CA | Aug 2014 - Nov 2016 | 2 |
| Bebaas, Inc. | Carlsbad, CA | Jan 2004 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
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Total Assets Under Management1,282MILLIONS
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Total Number of Accounts2,479ACCOUNTS
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Average Account Value$517,181
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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