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VB

Veree H. Brown

Some features on this profile are disabled
CRD#: 6733750
VB

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.

Veree Hawkins Brown, who also goes by Veree Brown, Veree Lee Ann Hawkins, was a registered financial professional .

Veree is a previously registered financial professional and started their career in finance in 2017. Veree had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Veree Brown | Veree Lee Ann Hawkins

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.) Non-investment related, floral and event planning business, Veree Hawkins Brown LLC, President and CEO, 03/09-Present, 0 hour/month, non-business hours, Dallas, TX 75230 2.) Paper Spots LLC, Non-investment Related, Personalized Embroidery Monogramming and Calligraphy, President and CEO, 03/09-Present, 1 hour/month, non-business hours, Dallas, TX 75230 3.) The Pillow Bar, Non-investment Related, Independent Sales Consultant 06/2014 - Present, Monogrammed custom pillows and bed linens, 2 hour/month, non-business hours, 122 Howell Street, Dallas, TX 75207 4.) Texas Women's Foundation formerly known as Dallas Women's Foundation; Investment related - No; Dallas, TX; Charity / Private Foundation; Investments Committee member; 08/2018; approximately 3 hours a month - of which 1 hour is during business hours 5.) Big D Charity Horse Show, Board of Director, start 9/2019, 501 Baker Cut Off Road, Weatherford, TX 76087, development and fundraising for charity horse show, 2 hours per month with zero hours during trading. 6) Dallas Casa, not investment related. 2757 Swiss Ave, Dallas, TX 75204. Advocates for best interest of abused children. Board member/executive committee member. Started 4/1/2020. Approximately 8 hours a month, of which 2 is during business hours. 7) Dallas International School, not investment related. Located at 17811 Waterview Parkway, Dallas, TX 75252. Independent French immersion school. Position is Board Member/Finance Committee which started in 7/2021. Three hours a month is devoted to this business of which 1 is during business hours. Reviews budget and projections by CFO of school and provides feedback; recommends approval or denial of proposed budget - no handling of funds.

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

January 18, 2019 - December 13, 2023

ISC ADVISORS, INC.

RIA
CRD#: 166586
Dallas, TX
Past

January 18, 2019 - December 13, 2023

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
DALLAS, TX
Past

June 28, 2017 - September 25, 2018

MORGAN STANLEY

RIA
CRD#: 149777
DALLAS, TX
Past

April 13, 2017 - September 25, 2018

MORGAN STANLEY

BD
CRD#: 149777
DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)

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: 6/28/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/25/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2017
General Securities Representative Examination

Current Firm

IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)
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Contact information

Main Address
3500 Oak Lawn Ave Ste 400, Dallas, TX 75219
Mailing Address
Phone number
(214) 520-1115
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (20 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts1,989
AUM (Assets Under Management)$ 1,539,119,817

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

ISC ADVISORS, INC.

CRD#: 166586

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