Freddie L. Brown, CFP^®

LPL Financial

1 Pointe Dr. Suite 240
Brea, CA 92821

(714) 987-4031 CONNECT WITH Freddie

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

Freddie Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Brea, CA and the surrounding communities.

Financial Advisor Experience

Freddie has 10 years of experience in the wealth management industry. As a CERTIFIED FINANCIAL PLANNER™ professional, Freddie is committed to upholding the high standards of excellence in financial planning as outlined in the CFP Board’s Code of Ethics and Standards of Conduct, which include: his duty as a fiduciary, his duty of loyalty, and his duty of care; as well as the standards of integrity, competence, diligence and professionalism. Freddie’s CFP® designation coupled with his background as a former professional athlete in the National Football League provide him with unique perspective when advising his clients of varying circumstances and life stages. He genuinely values the relationship building process with his clients and enjoys helping them achieve the goals they have for themselves and their families.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: AZ, CA, CO, FL, GA, HI, ID, IL, IN, MD, MT, NV, NY, OH, OR, PN, TN, TX, UT, WA
Fixed annuities: AZ, CA, CO, FL, GA, HI, ID, IL, IN, MD, MT, NV, NY, OH, OR, PN, TN, TX, UT, WA
Variable annuities: AZ, CA, CO, FL, GA, HI, ID, IL, IN, MD, MT, NV, NY, OH, OR, PN, TN, TX, UT, WA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Freddie Brown is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Representative and Investment Advisor Representative with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances