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Gary Denszell Brown

Charles Schwab & CO., Inc.

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About Gary Denszell Brown

Gary Denszell Brown is an investment advisor representative registered with Charles Schwab & CO., Inc. in Westlake, TX. Gary has over 8 years of experience in the financial services industry. Gary is a Series 7 and Series 66 licensed professional. Gary has previously been registered with Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services, LLC, and Edward Jones. In addition to being an investment advisor representative, Gary is also the owner of Black and Blanch, an e-commerce store and CFO/CEO of B&B Demo and Hauling.

Firm Information

Gary Brown is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Gary Brown’s Registration & Firm History

TX

08/16/2021 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

10/28/2015 - 01/27/2020

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

02/16/2015 - 07/07/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)

TX

04/14/2014 - 08/19/2014

EDWARD JONES (PLANO TX)

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Licenses & Designations

BOTH

Issued 05/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gary Denszell Brown.
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