Steven
Brown
Independent Financial Group, LLC
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About this Advisor
Steven Brown is a financial advisor based in Commack, New York, working with Independent Financial Group, LLC. Steven has previously held positions at HSBC Bank USA, N.A, David Lerner Associates, Inc, Network Investment Advisors, Inc, Capital One Investing, Combined Insurance, Capital One Advisors, LLC, LPL Financial LLC, Sterling National Bank, and Independent Financial Group. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Steven is part of Independent Financial Group, LLC, which operates out of Commack, New York. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Steven Brown Work History
Independent Financial Group
Network Investment Advisors, Inc
Lpl Financial LLC
Sterling National Bank
Capital One Investing
Combined Insurance
Capital One Advisors, LLC
David Lerner Associates, Inc
Hsbc Bank Usa, N.A
Disclosures
Please visit the SEC profile of Steven 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 Independent Financial Group, LLC
San Diego, CA
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Santa Maria, CA
San Juan Capistrano, CA
San Diego, CA
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