Unclaimed
Alexander David Brown is an investment advisor representative currently registered with Commerce Street Investment Management. Alexander David Brown has been in the industry since June 16, 2015. Alexander David Brown is registered with the state of Texas, and the firm is registered with the state of Texas. Alexander David Brown holds the following securities licenses: Series 7, Series 66, Series 79, and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets on committed capital, % of client investable assets
1
2
TX
07/20/2015 - Present
Commerce Street Investment Management (DALLAS TX)
BOTH
Issued 07/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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