Adam
Brown
Westpark Capital, Inc
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About this Advisor
Adam Brown is a financial advisor working in Boca Raton, Florida who has 1 year of industry experience. Brown is an advisor for Westpark Capital, Inc. Over the course of their career, they have held roles at Jhfn/Sii, Dawson James Securities, Newport Coast Securities and Westpark Capital Inc. Brown has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Florida and New York. Westpark Capital, Inc is an advisory firm operating out of Los Angeles, CA. The firm has offices in three locations and a total of 13 financial advisors. It controls $35 million in total assets across its 241 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 241 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on which service is provided. Fees charged by Westpark Capital, Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westpark Capital, Inc Brokerage Details
$35,149,433
13
241
$145,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Brown Work History
Adam has been registered as a financial advisor for 1 years.*
Westpark Capital Inc
Newport Coast Securities
Dawson James Securities
Jhfn/Sii
*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 Adam 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 Westpark Capital, Inc
Newport Beach, CA
Newport Beach, CA
Boca Raton, FL
Detroit Lakes, MN
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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