Alan Brown is a registered investment advisor, based in Kettering, OH, with 18 years of industry experience.
Location
Kettering, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan provides tax and consulting services to businesses and individuals through Pohlman, Talmage, Brown & Campbell CPAs, Inc. and PTBC CPAS/FINANCIAL SERVIES, taking about half of his time combined. He also serves as the unpaid President of the Cox Arboretum Foundation, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations7 states
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