Larry Brown
Larry Brown is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Albuquerque, NM, with 17 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
6759 Academy Rd NE, Albuquerque, NM, 87109
Get directionsHistory
Regulatory History (1)
Criminal
May 1994Other Business ActivitiesSells Insurance
Larry is involved with Rob Brown LLC DBA Invest for Life, dedicating a few hours per week. He also engages in fixed insurance sales through Invest for Life, requiring minimal time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations22 states
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
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