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Diana Brown

CMG Wealth Management

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About Diana Brown

Diana Brown is a registered investment advisor representative with CMG Wealth Management. Diana has over 20 years of experience in the financial services industry. Diana is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. Diana has a strong understanding of the financial markets and a commitment to helping her clients achieve their financial goals. Diana has worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC in the past. Diana has Series 7, Series 63, and SIE licenses.

Firm Information

Diana Brown is currently registered with CMG Wealth Management. CMG Wealth Management is a Plano, TX-based registered investment advisor with approximately $342.3 million in regulatory assets under management. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment companies.
CMG Wealth Management

2500 DALLAS PARKWAY, SUITE 400

PLANO, TX 75093

$342.31M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Diana Brown’s Registration & Firm History

TX

05/07/2020 - Present

CMG Wealth Management (PLANO TX)

TX

09/21/2018 - 05/20/2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PLANO TX)

TX

07/20/2007 - 09/21/2018

WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)

TX

08/02/2001 - 06/11/2007

UBS FINANCIAL SERVICES INC. (ADDISON TX)

FL

01/04/1999 - 04/24/2001

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

08/13/1998 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 08/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diana Brown.
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