Brown and Brown Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
15560
Registered since
October 1, 1984
Website
bbfsi.net

Firm profile

FINTRX

Overview

Brown and Brown Securities, Inc. is organized as a corporation and classified as an insurance broker-dealer. The firm is held under individual ownership and is oriented toward broker-dealer activity rather than acting as a capital allocator or discretionary asset manager. The dataset flags it as not being an active ESG investor, not a multi-state adviser, and not a pension consultant. The available information does not list advisory mandates, fee schedules, or investment management responsibilities, which aligns with the broker-dealer classification and suggests the firm’s primary role is insurance distribution and brokerage services rather than managing client investment portfolios.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Alexis Brown

    Alexis Brown

    Vice President, Financial AdvisorCRD 4111525

  • John Brown

    John Brown

    PresidentCRD 32524

  • Karen Thomas

    AssistantCRD 8112075

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth