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VB

Van R. Brown

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CRD#: 2733541
VB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Van Ray Brown, who also goes by Van R Brown, was a registered financial professional .

Van is a previously registered financial professional and started their career in finance in 1997. Van had worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Van R 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 21, 2018 - September 8, 2020

AVALON INVESTMENT & SECURITIES GROUP, INC.

BD
CRD#: 6281
MUSCLE SHOALS, AL
Past

February 26, 2009 - January 17, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
TRINITY, FL
Past

February 20, 2009 - January 17, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
TRINITY, FL
Past

January 29, 1997 - February 25, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
TRINITY, FL
Past

January 20, 1997 - February 25, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
TRINITY, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/1/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/12/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AI
AVALON INVESTMENT & SECURITIES GROUP, INC.
AVALON INVESTMENT & SECURITIES GROUP, INC. | DAS A. BORDEN & ASSOCIATES

CRD#: 6281 / SEC#: , 8-17078

BD
Cancelled by SEC on 06/14/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Alabama since 03/31/1972
Firm type
Corporation
Fiscal year end
March
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BORDEN, DAS ARNOLDPRESIDENT, AND 100 % OWNER26096
BORDEN, DAS ARNOLDCHIEF EXECUTIVE OFFICER26096
ANDERS, WILLIAM TROY IIICHIEF COMPLIANCE OFFICER4170321

Disclosures


Regulatory Event14

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.

Company Information


AVALON INVESTMENT & SECURITIES GROUP, INC.

CRD#: 6281

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