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Robert Brown Jr.

Advisor at Brown & Associates

Updated today

Firm

Brown & Associates

Location

Little Rock, AR

Credentials

Series 63, Series 65

Industry experience

16 years

About

Robert Brown is the sole advisor at Brown & Associates in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has operated Brown & Associates since 1996. The firm provides advisory services to individuals with significant assets, high-net-worth investors, retirement plan sponsors, foundations, and institutional clients. Brown & Associates uses a solicitor/referral model, directing clients to third-party asset managers who implement portfolios based on long-term asset allocation principles and Modern Portfolio Theory, primarily utilizing institutional mutual funds.

Client services

Based on Brown & Associates

Selection of other advisers Referal to other money managers

Expertise

Based on Brown & Associates

Passive / index investing

Occupation focus

Based on Brown & Associates

Retired

Fee options

Percentage

$0 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.90% $5,000,001+: Negotiable

Other

Account minimum: $100,000 Fee-only: Fee only basis, no commissions or third party compensation received by Brown & Associates.

Location

Little Rock, AR

Most active in

Arkansas

Work history

Robert L.. Brown, Jr. dba Brown & Associates

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Retirement income strategy Annuities Real estate investing Approaching retirement
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Active portfolio management Income planning Retirement income strategy Retired Founder/Business Owner
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Matthew W

Series 63, Series 65

Little Rock, AR

White McGowan

Real estate investing Tax-loss harvesting Wealth management College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Established Professionals
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