linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin S Brown

Dimensional Fund Advisors LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin S Brown

Kevin S Brown is a financial advisor at Dimensional Fund Advisors LP. Kevin has been in the financial industry since 2014. Kevin holds Series 7, Series 63, and SIE licenses. Kevin is also a Certified Financial Planner. Kevin previously worked at USI Securities, Inc., Aon Securities LLC, and SunTrust Investment Services, Inc. Kevin is registered in all 50 states, the District of Columbia, and the Virgin Islands. Kevin specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Kevin Brown is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Brown’s Registration & Firm History

TX

03/25/2024 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

GA

11/29/2022 - 11/09/2023

USI SECURITIES, INC. (Atlanta GA)

GA

06/22/2021 - 02/04/2022

AON SECURITIES LLC (Atlanta GA)

GA

12/11/2001 - 06/17/2009

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

Not sure if Kevin S Brown is right for you?

Licenses & Designations

BC

Issued 12/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2021

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin S Brown.
Not sure if Kevin S Brown is right for you?