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Featured Business Financial Advisor in Denver, CO
Denver Financial Advisors
Brown and Company
1700 Broadway, Suite 500
Denver, CO 80290
(303) 863-7112
“Personally Invested In Your Future”
Advisor Profile
Name:  Martin Walsh
Website:  Visit Website

About Brown and Company

Brown and Company, Inc. is a nationally recognized, private wealth management firm specializing in comprehensive financial planning and independent investment advice. Focused on individual families, Brown and Company has been providing strategic financial guidance to help manage the wealth of unique clients just like you since 1988.
 

General Information

CRD#:    5398190
Firm CRD#:    6413
States Licensed in:    CO, CA, ID, OR, TX, UT, WY
States Willing to do Business in:   
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Variable Annuity, Life
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $2 Million
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Martin Walsh

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