Angel
Brown

Tsg Advice Partners, LLC

CRD#4247918
Investment Advisor
in San Diego, CA

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About this Advisor

Angel Brown is a certified financial planner working out of San Diego, California who has 2 years of industry experience. Brown works at Tsg Advice Partners, LLC. They have been an employee of Tsg Advice Partners, Llc for their total career. Brown has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Tsg Advice Partners, LLC is a company operating out of Columbus, OH. It administers $483 million in total assets among its 2,853 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,853 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which services are offered. Fees charged by Tsg Advice Partners, LLC may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

San Diego, CA

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Tsg Advice Partners, LLC Brokerage Details

Total Assets Under Management

$482,910,360

CA Average: $2,106,341,625
Total Number of Employees

12

CA Average: 34
Total Number of Accounts

2,853

CA Average: 1,972
Average Account Size

$169,264

CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Angel Brown Work History

Angel has been registered as a financial advisor for 2 years.*

2007 - Present (17 years)

Valic Financial Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Angel Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tsg Advice Partners, LLC

Blake Farmer
Columbus, OH
Jonathan Roby
Columbus, OH
Misty Cherniss
San Antonio, TX
John Loveday
Columbus, OH
Alvin Asiamah
Columbus, OH
Angel Brown
San Diego, CA
Christopher Schumacher
Columbus, OH
Isao Shoji
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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