Dana
Brown

Towers Watson Investment Services, Inc

CRD#2621592
Investment Advisor
in Atlanta, GA

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About this Advisor

Dana Brown is a financial advisor based in Atlanta, Georgia, working with Towers Watson Investment Services, Inc. Dana has previously held positions at Willis Towers Watson and Callan Associates. Dana has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Dana is part of Towers Watson Investment Services, Inc, which operates out of Atlanta, Georgia. The firm has 12 offices and 208 employees. The firm manages assets totaling $51.4 billion. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars, and other services. The fee structure at Towers Watson Investment Services, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5 Concourse Parkway 18Th Floor
Atlanta, GA 30328

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Towers Watson Investment Services, Inc Brokerage Details

Total Assets Under Management

$51,371,522,113

GA Average: $6,674,516,078
Total Number of Employees

208

GA Average: 44
Total Number of Accounts

123

GA Average: 2,564
Average Account Size

$417,654,651

GA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
  • Other

Dana Brown Work History

2017 - Present (7 years)

Willis Towers Watson

2012 - 2017 (5 years)

Callan Associates

Disclosures

Please visit the SEC profile of Dana 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 Towers Watson Investment Services, Inc

Cole Jacobs
Atlanta, GA
Joseph Auger
Saint Louis, MO
Dakota Burke
Atlanta, GA
Travis Gaertner
Seattle, WA
Dana Brown
Atlanta, GA
Samarth Zaveri
Chicago, IL
Benjamin Leach
Chicago, IL
Christy Loop
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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