Eldon D. Brown

BROWN FINANCIAL GROUP

DEL RIO, TX 78840

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CRD#: 2422687

Professional summary

Eldon Duane Brown, CFP®, who also goes by Eldon D Brown, is a registered financial advisor currently at BROWN FINANCIAL GROUP located in Del Rio, Texas.

Eldon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Eldon has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Education Planning

Comprehensive Financial Planni...

Estate Planning

Employee and Employer Plan Ben...

Tax Planning

Investment Planning

Insurance Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Eldon D Brown

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SELF - OWNER AND MANAGER OF RENTAL PROPERTY; START 1997; 5 HRS/MO; Self - Insurance Agent; Start 1994; 5 Hrs/Mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eldon Duane Brown's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

December 23, 2013 - Present

BROWN FINANCIAL GROUP

Office #1: 403 W Cantu Rd, Del Rio, TX 78840

RIA

CRD#: 169343

DEL RIO, TX

Past

April 21, 2016 - March 22, 2017

SGL FINANCIAL, LLC

RIA

CRD#: 158023

Del Rio, TX

Past

November 5, 2013 - December 31, 2014

GRADIENT SECURITIES, LLC

CRD#: 127701

DEL RIO, TX

Past

December 5, 2012 - December 26, 2013

SIGNATURE INVESTMENTS, INC.

RIA

CRD#: 113443

DAYTON, OH

Past

May 17, 2010 - October 31, 2013

SICOR SECURITIES INC

CRD#: 16195

DEL RIO, TX

Past

July 12, 2002 - June 29, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

DEL RIO, TX

Past

July 12, 2002 - June 29, 2010

LPL FINANCIAL LLC

CRD#: 6413

DEL RIO, TX

Past

October 13, 1997 - July 15, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

November 5, 1996 - October 17, 1997

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

December 22, 1995 - February 14, 1997

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

July 26, 1994 - June 26, 1995

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/23/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2002

General Securities Principal Examination

Current Firm

BROWN FINANCIAL GROUP

BROWN FINANCIAL GROUP | TEXAS MONEY MAVEN | M.E.B. FINANCIAL GROUP, LLC | BROWN, ELDON D | BROWN FINANCIAL GROUP, LLC

CRD#: 169343 / SEC#:

Texas

Registered Investment Advisory firm - (12/23/2013 Approved)

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Contact information

Main Address

403 W Cantu Rd, Del Rio, TX 78840

Mailing Address

Phone number

(830) 775-2911

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 18,970,066

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Eldon D. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eldon Duane Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

SGL FINANCIAL, LLC

GRADIENT SECURITIES, LLC

SIGNATURE INVESTMENTS, INC.

SICOR SECURITIES INC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

INVESTMENT PROFESSIONALS, INC.

OSAIC FS, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 5/24/1994

SIE

Date: 12/31/2014

Series 7

Date: 5/23/1994

Series 24

Date: 10/10/2002

Current Firm

BROWN FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BROWN FINANCIAL GROUP

TRUST BUT VERIFY

Contact information

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