GB
CFP · ChFC
GB
CFP · ChFC

Gordon Brown

45 Years of Experience
Luling, LA
Broker

Gordon Brown is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Luling, LA, with 45 years of industry experience. Gordon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

116 Lakewood Drive, Luling, LA, 70070

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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.

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Employment History
Current Registrations
Edward Jones
October 2006 - Present · 20 yrs
Edward JonesBroker
December 1996 - Present · 29 yrs 10 mos
Previous Registrations
John Hancock Distributors, INC.Broker
March 1995 - January 1997 · 1 yr 10 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1995 - January 1997 · 1 yr 10 mos
Sun Investment Services CompanyBroker
May 1990 - February 1995 · 4 yrs 9 mos
Mony Securities CORP.Broker
July 1986 - May 1990 · 3 yrs 10 mos
Ids Life Insurance CompanyBroker
July 1980 - June 1986 · 5 yrs 11 mos
Ids Marketing CorporationBroker
July 1980 - June 1986 · 5 yrs 11 mos
Ids Financial Services INC.Broker
July 1980 - June 1986 · 5 yrs 11 mos
State Registrations26 states
ALARCACOFLGAINKSKYLAMNMOMSNCNVNYOHOKPASCTNTXVAWAWIWV
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.