Veree
Brown

Isc Advisors, Inc

CRD#6733750
Investment Advisor
in Dallas, TX

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About this Advisor

Veree Brown is a financial advisor operating out of Dallas, Texas with 4 years of industry experience. Brown works at Isc Advisors, Inc. During their career, Brown has held roles at Morgan Stanley, Veree Hawkins Brown LLC, Paper Spots LLC, Neiman Marcus, Ballet Concerto, The Pillow Bar, Morgan Stanley Private Bank, National Association, Institutional Securities Corp and Isc Advisors, Inc. Brown has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Mexico and Texas. Isc Advisors, Inc is a financial advisory firm that has its headquarters in Dallas, TX. It has offices in 11 locations and a total of 34 advisors. It handles $1 billion in assets under management between its 2,026 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 2,026 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. Isc Advisors, Inc has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules depend on the type of financial services offered. Fees billed by Isc Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Dallas, TX

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Isc Advisors, Inc Brokerage Details

Total Assets Under Management

$1,127,586,220

TX Average: $3,042,739,679
Total Number of Employees

34

TX Average: 49
Total Number of Accounts

2,026

TX Average: 2,315
Average Account Size

$556,558

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Veree Brown Work History

Veree has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Institutional Securities Corp

2019 - Present (5 years)

Isc Advisors, Inc

2015 - Present (9 years)

The Pillow Bar

2009 - Present (15 years)

Veree Hawkins Brown LLC

2009 - Present (15 years)

Paper Spots LLC

2017 - 2018 (1 year)

Morgan Stanley

2017 - 2018 (1 year)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 year)

Ballet Concerto

2012 - 2016 (4 years)

Neiman Marcus

*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 Veree 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 Isc Advisors, Inc

Scott Hayes
Dallas, TX
Brian Haselden
Dallas, TX
Reid Rottino
Dallas, TX
George Lea
Dallas, TX
James Moore
Dallas, TX
Mark Keffer
Dallas, TX
Clive Blowers
Dallas, TX

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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