Unclaimed
Douglas Brown is a financial advisor with over 20 years of experience in the industry. Douglas is currently registered with Hightower Advisors, LLC in Illinois and is a Certified Financial Planner. Douglas has previously worked with firms including KESTRA INVESTMENT SERVICES, LLC, AMERITAS INVESTMENT CORP. and THE ADVISORS GROUP, INC. Douglas has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Douglas focuses on providing financial services to high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth.
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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/05/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
11/01/2004 - 08/31/2017
KESTRA INVESTMENT SERVICES, LLC (OAKBROOK TERRACE IL)
NE
10/31/2003 - 11/03/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
11/11/1996 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
10/30/1996 - 11/07/1996
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Douglas Brown is the right advisor for you? Invested Better is here to help.