Dustin Brown
Dustin Brown is a CFP-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9170 East Bahia Drive Ste 102, Scottsdale, AZ, 85260
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Regulatory History
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 ActivitiesSells Insurance
Dustin is involved in several business activities, including real estate rentals through Dunbar Properties LLC and Brojchan Retreats LLC, and acting in a fiduciary capacity for the Brown Family Revocable Trust. He also operates DM Brown Financial Services as a DBA for his LPL business and has a YouTube channel, serves as a non-profit board member, and sells non-variable insurance through NexAnnuity, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Edward JonesBroker
State Registrations35 states
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