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Wesley K. Brown

REMNANT WEALTH
Gaithersburg, MD
CRD#: 5197615
WB
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Professional summary


Wesley K Brown, who also goes by Wesley K. Brown, Wesley Brown, is a registered financial advisor currently at REMNANT WEALTH located in Gaithersburg, Maryland.

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Wesley has worked at 4 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Wesley K. Brown | Wesley 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.
1. Property and Casualty Insurance Sales I receive a commission for property and casualty insurance policies placed Start: 05/08/2017 Address: 9601 Swallow Point Way Lower Level; Gaithersburg, MD 20879 10 non bus hrs per month Investment related 2. Insurance Sales from carriers other than Guardian I sell life, disability, and long term care insurance from carriers other than Guardian. Start: 05/08/2017 Address: 9601 Swallow Point Way Lower Level; Gaithersburg, MD 20879 4 bus hrs per month Investment related

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CRS (Client Relationship Summary) - RIA


Click below to view Wesley K 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®
None

Experience


Current

February 26, 2020 - Present

REMNANT WEALTH

RIA
CRD#: 306189
Gaithersburg, MD
Past

November 6, 2017 - March 6, 2020

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
BETHESDA, MD
Past

August 25, 2017 - March 6, 2020

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
BETHESDA, MD
Past

June 22, 2007 - December 31, 2008

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
GAITHERSBURG, MD
Past

November 14, 2006 - December 31, 2008

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
GAITHERSBURG, MD

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
Maryland
(2/26/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2017
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
IAR
Series 65
Date: 12/15/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RW
REMNANT WEALTH
REMNANT WEALTH | WESLEY K. BROWN LLC

CRD#: 306189 / SEC#:

Maryland
Registered Investment Advisory firm - (1/1/2020 Approved)
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Contact information


Main Address
Gaithersburg, MD
Mailing Address
Phone number
(202) 250-3403
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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

Company Information


REMNANT WEALTH

CRD#: 306189Gaithersburg, MD

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