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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Brown is an investment advisor representative at Integrated Advisors Network LLC. Charles is based in Dallas, Texas, and has been in the financial industry since 1997. Charles has experience in investment management and financial planning. Charles has a series 7, Series 63 and Series 65 license. Charles has also worked at a number of other firms including Credit Suisse Securities (USA) LLC, Bryant Park Capital, Inc., Winslow, Evans & Crocker, Inc., Leerink Swann & Company, CIBC World Markets Corp., and First Union Capital Markets Corp. Charles has experience providing investment advice to a variety of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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TX
08/23/2022 - Present
Integrated Advisors Network LLC (DALLAS TX)
MA
08/07/2006 - 01/02/2009
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
PA
09/09/2005 - 09/27/2005
BRYANT PARK CAPITAL, INC. (CONSHOHOCKEN PA)
MA
09/16/2003 - 11/21/2003
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
08/28/2001 - 02/13/2002
LEERINK SWANN & COMPANY (BOSTON MA)
NY
04/05/2000 - 04/20/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NC
02/02/1998 - 05/24/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
09/03/1997 - 02/02/1998
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 04/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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