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DB

Doyal N. Brown

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CRD#: 32193
DB

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.

Doyal Nichols Brown, who also goes by Nick Brown, Doyal Nichols Frazier, was a registered financial professional .

Doyal is a previously registered financial professional and started their career in finance in 1974. Doyal had worked at 10 firms and has passed the Series 66, Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nick Brown | Doyal Nichols Frazier

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.
1.) DILIGENT INVESTORS; INVESTMENT RELATED; 1901 ORANGE TREE LANE STE 230A REDLANDS, CA 92543; RIA; IAR/SHAREHOLDER; START DATE: 07/2011; 150 HRS/MO 2.) BROWN & CICCHILLO INSURANCE SERVICES; NOT INVESTMENT RELATED; 426 S. PALM HEMET, CA 92543; FIXED INSURANCE SALES; 50% OWNER; START DATE: 09/2007; APPROX 20 HRS/MO 3.)SAM AND ALFREDA MALOOF ARTS & CRAFT FOUNDATION. 4.)TRUSTEE OF MARK PAPSON TRUST; TRUSTEE OR OTHER FIDUCIARY POSITION.

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

December 14, 2011 - December 10, 2012

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
REDLANDS, CA
Past

August 19, 2011 - February 22, 2024

DILIGENT INVESTORS, LLC

RIA
CRD#: 158708
REDLANDS, CA
Past

June 13, 2005 - August 24, 2011

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
REDLANDS, CA
Past

June 13, 2005 - August 24, 2011

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
REDLANDS, CA
Past

June 29, 2004 - June 13, 2005

ROUND HILL SECURITIES, INC.

RIA
CRD#: 35223
REDLANDS, CA
Past

June 29, 2004 - June 13, 2005

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

May 16, 2000 - June 30, 2004

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
REDLANDS, CA
Past

April 13, 2000 - June 30, 2004

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

February 15, 1991 - April 13, 2000

CHRISTOPHER WEIL & COMPANY, INC.

BD
CRD#: 22090
SAN DIEGO, CA
Past

November 2, 1988 - March 14, 1991

PSI SECURITIES CORPORATION

BD
CRD#: 10322
GLENDALE, CA
Past

June 24, 1986 - October 24, 1988

MADISON MARKETING CORPORATION

BD
CRD#: 17651
Past

February 20, 1986 - July 21, 1986

PSI SECURITIES CORPORATION

BD
CRD#: 10322
Past

April 10, 1984 - March 5, 1986

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
Past

February 24, 1978 - May 9, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

April 4, 1974 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

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
IAR
Series 66
Date: 3/16/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 3/29/1974
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.

CRD#: 35747 / SEC#: , 8-46844

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PKS HOLDINGS, LLCHOLDING CO.
BOHLEY, TRACEY LEACHIEF FINANCIAL OFFICER4826937
FLOUTON, KATHERINE MARIEPRESIDENT4405001
KVAM, PETER DAVIDCHIEF COMPLIANCE OFFICER4301918
MOTTA, CHRISTOPHER JOHNCOO2741133
PURCELL, JOHN PETERC.E.O.1664678

Disclosures


Regulatory Event11
Arbitration2

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


PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

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Contact information


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