Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bruce Brown is a financial advisor with Northwestern Mutual Investment Services, LLC. Donald is based in Williamsburg, Virginia. Donald Brown is a registered investment advisor in Virginia and a registered representative in 20 other states. Donald's experience in the financial services industry dates back to October 26, 1987. In addition to providing financial advice, Donald Brown is the president of The Alex Kaz Foundation, a non-profit organization. Donald Brown is also the owner of AWP Holdings, LLC and DBB Holdings, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
VA
03/29/2010 - Present
Northwestern Mutual Investment Services, LLC (Williamsburg VA)
WI
08/03/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
02/12/1988 - 03/07/1988
J. W. GANT & ASSOCIATES, INC.
NA
06/01/1987 - 02/13/1988
SHERWOOD CAPITAL, INC.
IA
Issued 03/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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