Gregory R. Brown
Professional summary
Gregory Russell Brown, who also goes by Greg Brown, is a registered financial advisor currently at WEST COAST CAPITAL MANAGEMENT, LLC located in Gilbert, Arizona.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Gregory has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Russell Brown's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2006 - Present
WEST COAST CAPITAL MANAGEMENT, LLC
Office #1: 1176 E Warner Rd Suite 218, Gilbert, AZ 85296July 3, 2002 - July 14, 2003
JONATHAN ROBERTS FINANCIAL GROUP, INC.
October 22, 2001 - June 28, 2002
ESTREET SECURITIES, INC.
September 27, 1995 - October 22, 2001
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/29/2006)
(1/22/2015)
(9/6/2012)
Exams
Current Firm
WEST COAST CAPITAL MANAGEMENT, LLC
CRD#: 141981 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 16,866,877 |
Red Flags
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