Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Brown is an investment advisor representative with Integrated Wealth Concepts LLC in GREEN VALLEY, AZ. Robert has been in the financial services industry since 01/2013. Robert holds the Series 63, Series 65, SIE, and Series 7 licenses. Robert is also a Chartered Financial Analyst. Robert previously worked at United Capital Financial Advisers LLC and LPL Financial LLC.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
06/11/2024 - Present
Integrated Wealth Concepts LLC (GREEN VALLEY AZ)
AZ
08/10/2017 - 12/12/2019
LPL FINANCIAL LLC (GREEN VALLEY AZ)
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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