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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Murphy Brown is a registered investment advisor representative with Macquarie Investment Management Business Trust. James Brown has been in the securities industry since August 4, 2008 and has a Series 6, 7, 63, and 65 license. James Brown specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. James Brown is also registered as an investment advisor representative in 45 states and has been with Macquarie Investment Management Business Trust since April 2020.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
01/18/2008 - 07/12/2012
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
IA
Issued 11/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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