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David Titus Brownlie

Tripletree, LLC

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About David Titus Brownlie

David Brownlie is a financial advisor with Tripletree, LLC, located in Bloomington, Minnesota. David has been in the industry since January 11, 2005. David is registered with the state of Minnesota and New York. David's certifications include Series 63, Series 7, Series 79TO, and SIE.

Firm Information

David Brownlie is currently registered with Tripletree, LLC. Tripletree, LLC is a Limited Liability Company formed on January 13, 1997. The company is registered in Minnesota and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

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.

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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David Brownlie’s Registration & Firm History

MN

01/12/2005 - Present

Tripletree, LLC (BLOOMINGTON MN)

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Licenses & Designations

BC

Issued 01/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Titus Brownlie.
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