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Dana Richard Brown

Towers Watson Investment Services, Inc.

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About Dana Richard Brown

Dana Richard Brown is a registered investment advisor representative with Towers Watson Investment Services, Inc. in Atlanta, Georgia. Dana has been in the industry since 2000. Dana holds Series 7 and Series 66 licenses. Before joining Towers Watson Investment Services, Inc., Dana worked at Newport Group Securities, Inc. and Morgan Stanley DW Inc. Dana primarily works with pension and profit-sharing plans, state or municipal government entities, and pooled investment vehicles.

Firm Information

Dana Brown is currently registered with Towers Watson Investment Services, Inc.. Towers Watson Investment Services, Inc. is an investment advisor headquartered in CHICAGO, IL. The firm manages $51,371,522,113 in regulatory assets under management. Towers Watson Investment Services, Inc. primarily serves pension and profit sharing plans and state or municipal government entities. They offer a variety of advisory services including pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for pooled investment vehicles.
Towers Watson Investment Services, Inc.

233 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$51.37B

Assets Under Management

118

Total Clients

25

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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see schedule d, miscellaneous, for a description of other advisory services

See schedule d, miscellaneous, for a description of other advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee based on a percentage of assets advised on

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Dana Brown’s Registration & Firm History

GA

08/15/2019 - Present

Towers Watson Investment Services, Inc. (Atlanta GA)

FL

09/22/2003 - 07/27/2012

NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)

NY

02/10/2000 - 09/18/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/09/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Richard Brown.
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