BROWN AND BROWN FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 105392
- Website
- bbfsi.net
- Custodians
- CAPITAL BANK & TRUST AMRICAN FUNDS GROUP, HILLTOP SECURITIES INC.
- Fee structure
- Percentage of AUM, Commissions, Other
- Client types
- HNWI96.62%
- Individuals3.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Brown And Brown Financial Services, Inc. operates as a corporate broker-dealer and registered representative firm that serves individual and family clients. The firm combines commission-based brokerage activity with advisory portfolio management for individuals and small businesses, and it charges fees that include a percentage of assets under management as well as commissions and other fee types. Ownership is listed as individual and the adviser is unclassified on the available filing. The firm does not identify as an active ESG investor and is not registered as a multi-state advisor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
2 of 2ALEXIS BROWN
Vice President, Financial AdvisorCRD 4111525
JOHN BROWN
PresidentCRD 32524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 6440 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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