RB
CFP
RB
CFP

Robert Brown

22 Years of Experience
Tulsa, OK
Broker

Robert Brown is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Tulsa, OK, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

4940 S. Columbia Ave., Tulsa, OK, 74105

Get directions

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.

Learn about disclosures →
Other Business Activities

Robert has a 5% ownership in EB Columbia, LLC, a company housing building for Finet Practice, and dedicates minimal time to it. He also serves on the board of directors for YMCA of Greater Tulsa Metropolitan, spending minimal time attending meetings to discuss financial matters, and has a 1% ownership in Eagleton Brown Investment Group, LLC, dedicating no time to it.

Employment History
Current Registrations
Wells Fargo Advisors
June 2011 - Present · 14 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - June 2011 · 3 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2011 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.
February 2004 - January 2008 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
January 2004 - January 2008 · 4 yrs
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.