EB
EB

Edward Brown

30 Years of Experience
Missoula, MT
BrokerSells Insurance

Edward Brown is a registered investment advisor at Cetera Investment Advisers LLC, based in Missoula, MT, with 30 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Missoula, MT

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Edward is an independent insurance agent selling fixed insurance products since 2014, dedicating about half of his time. He also owns Edward L Brown Insurance Agency, selling and servicing fixed insurance products, which takes about a quarter of his time. Additionally, Edward volunteers at the Boys & Girls Club of Missoula County, spending minimal time assisting in after-school activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2006 - June 2021 · 15 yrs 4 mos
Voya Financial Advisors, INC.Broker
November 2004 - June 2021 · 16 yrs 7 mos
Intersecurities, INC.
April 2001 - November 2004 · 3 yrs 7 mos
Intersecurities, INC.Broker
March 2001 - November 2004 · 3 yrs 8 mos
1717 Capital Management CompanyBroker
October 1995 - March 2001 · 5 yrs 5 mos
State Registrations11 states
AZCADCIDINMTNDNYOHORWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Edward Brown - Financial Advisor | TrueAdvisor