Michelle R. Brown
Professional summary
Michelle R Brown, who also goes by Michelle Dillon Brown, is a registered financial advisor currently at BROWN FINANCIAL GROUP located in Del Rio, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michelle has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle R Brown's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 23, 2013 - Present
BROWN FINANCIAL GROUP
Office #1: 403 W Cantu Rd, Del Rio, TX 78840April 21, 2016 - March 22, 2017
SGL FINANCIAL, LLC
September 16, 2013 - January 2, 2014
HORTER INVESTMENT MANAGEMENT, 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
(12/23/2013)
Current Firm
BROWN FINANCIAL GROUP
CRD#: 169343 / SEC#:
Contact information
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.
