RB
Robert E. Brown
BROWNSBORO FINANCIAL
Lockhart, TX 78644
Some features on this profile are disabled
CRD#: 6703872
RB
Professional summary
Robert Eugene Brown IV, CFP®, who also goes by Robert Brown, is a registered financial advisor currently at BROWNSBORO FINANCIAL located in Lockhart, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert 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.
Robert Brown is currently a 50% owner Fancakes LLC, which is a business created to produce and sell pancake makers. Currently, Robert is not engaged in the day-to-day operations, and no time is spent on the project. This is not an investment-related business. The address is 8398 FM 1322 Lockhart, TX 78644. Robert Brown is also currently a 50% owner of Brownsboro Bunkhouse LLC, a hospitality company which will offer AirBNB type accommodations on our ranch. Currently, in the planning phase, Robert Brown devotes about 10 hours a week to this business. Address is 8398 FM 1322 Lockhart, TX 78644. This is a non investment-related business and funding completely by Robert Brown and Jamie Cottage (Co-owner). Robert Brown is also a 20% partner in Brownsboro Investments LTD, which is a family ranch partnership. Robert devotes about 10 hours per week to this business. This is also a non investment-related business, as it is solely owned by Robert, his father Bobby Brown, and brother Reggie Brown. The address is 8560 FM 1322 Lockhart, TX 78644. Robert Brown is also a 50% owner of Main Street Investments, LLC, a real estate company which owns 101 S. Main Street, a commercial property in Lockhart Texas. Robert manages the property and rents out the building to commercial businesses. Robert devotes about 5 hours per week to the business. This is a non investment-related business and is owned solely by Robert and Jamie Cottage.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Eugene Brown IV'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®
CFP®
Start date: 2018
Experience
Current
October 13, 2016 - Present
BROWNSBORO FINANCIAL
Office #1: 101 S. Main St 2nd Floor, Lockhart, TX 78644RIA
CRD#: 285221
Lockhart, TX
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(10/13/2016)
IAR
Texas(1/3/2017)
Current Firm
BF
BROWNSBORO FINANCIAL
BROWNSBORO FINANCIAL | BROWNSBORO FINANCIAL, LLC
CRD#: 285221 / SEC#:
California
Registered Investment Advisory firm - (10/13/2016 Approved)Texas
Registered Investment Advisory firm - (1/3/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
101 S. Main St 2nd Floor, Lockhart, TX 78644
Mailing Address
Phone number
(310) 880-9698
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 4,197,482 |
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.
