Paul David Brown
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCSep 2026 to now
- Community Bank N.A.Sep 2026 to now
- Faithward Advisors LLCNov 2025 to Sep 2026
- Osaic Wealth, Inc.Nov 2025 to Sep 2026
- Broadview Federal CuSep 2020 to Nov 2025
- LPL Finanial LLCSep 2020 to Oct 2025
- Key Investment ServicesJul 2019 to Sep 2020
- KeybankJul 2019 to Sep 2020
- Citizens Securities, Inc.Jun 2018 to May 2019
- Citizens BankNov 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4420494
- Firm CRD
- 6413