linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Louis Pearson Brown

Forum Financial Management, LP

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

About Louis Pearson Brown

Louis Brown is a financial advisor affiliated with Forum Financial Management, LP. Louis has been in the financial industry since 2014. Louis is registered to provide investment advice in Texas. Louis holds the Series 66 and Series 7 licenses, as well as the Securities Industry Essentials Examination. Louis is also a Personal Financial Specialist. Louis works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Louis provides financial planning, portfolio management, and pension consulting services.

Firm Information

Louis Brown is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

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

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

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.

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

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.

Louis Brown’s Registration & Firm History

IL

05/18/2018 - Present

Forum Financial Management, LP (LOMBARD IL)

TX

06/04/2015 - 05/11/2018

MML INVESTORS SERVICES, LLC (DALLAS TX)

Not sure if Louis Pearson Brown is right for you?

Licenses & Designations

BOTH

Issued 06/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Pearson Brown.
Not sure if Louis Pearson Brown is right for you?