MB
CFP
MB
CFP

Mark Brown

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

23161 Fashion Drive #304, Estero, FL, 33928-2588

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is involved in outside insurance sales through various carriers and M. Brown & Associates, spending about a quarter of his time assisting agents and offering fixed and health insurance products. He also serves as Vice President of the Naper Courtyards Condo Association and is a partner in The Ryley Group property management, dedicating a few hours per week to each.

Employment History
Current Registrations
M.brown Financial Advisors
August 2021 - Present · 4 yrs 6 mos
Ausdal Financial Partners, INC.
May 2010 - Present · 15 yrs 9 mos
Ausdal Financial Partners, INC.Broker
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
LPL Financial Corporation
February 2005 - May 2010 · 5 yrs 3 mos
LPL Financial CorporationBroker
February 2005 - May 2010 · 5 yrs 3 mos
Wachovia Securities Financial Network, LLC
May 2002 - March 2005 · 2 yrs 10 mos
Wachovia Securities Financial Network, LLCBroker
October 2001 - March 2005 · 3 yrs 5 mos
Herbst Financial Advisors, INC.
June 1998 - December 2006 · 8 yrs 6 mos
Sunamerica Securities, INC.Broker
April 1998 - October 2001 · 3 yrs 6 mos
Long Grove Trading CO.Broker
October 1987 - April 1998 · 10 yrs 6 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.