TB
Terri R. Brown
SUSTAINED WEALTH MANAGEMENT
Calabasas, CA 91302
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CRD#: 6602378
TB
Professional summary
Terri Robin Brown is a registered financial advisor currently at SUSTAINED WEALTH MANAGEMENT located in Calabasas, California.
Terri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Terri has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Law Offices of Terri R. Brown, not investment-related, 23679 Calabasas Road, #188, Calabasas, CA 91302, legal, sole proprietor, 2001, approx. 100 hours/month, approx. 1/2 during securities trading hours, legal services.
CRS (Client Relationship Summary) - RIA
Click below to view Terri Robin 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®
NoneExperience
Current
March 2, 2016 - Present
SUSTAINED WEALTH MANAGEMENT
Office #1: 23679 Calabasas Road, #188, Calabasas, CA 91302RIA
CRD#: 282634
Calabasas, CA
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
California(3/2/2016)
Current Firm
SW
SUSTAINED WEALTH MANAGEMENT
BROWN, TERRI ROBIN | SUSTAINED WEALTH MANAGEMENT, LLC | SUSTAINED WEALTH MANAGEMENT | LAW OFFICES OF TERRI R. BROWN
CRD#: 282634 / SEC#:
California
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Contact information
Main Address
23679 Calabasas Road, #188, Calabasas, CA 91302
Mailing Address
23679 Calabasas Road, #188, Calabasas, CA 91302
Phone number
(818) 216-0840
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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