Clinton Ross Brown
Investment adviser representative at Trek Financial
14 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Tba Team, LLCSep 2019 to now
- Trek FinancialFeb 2014 to now
- Clinton Brown FinancialMay 2012 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trek Financial
Legal name: Trek Financial, LLC
$2.8BAssets managed
4,688Clients
63Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4367308
- Firm CRD
- 109376