DB
DB

Dustin Anthony Brown

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B

Fee Structure

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Location

11711 North Meridian Street, Suite 600, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oxford Financial Group, LTD
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Equitable Advisors, LLC
September 2020 - November 2020 · 2 mos
Equitable Advisors, LLCBroker
August 2020 - November 2020 · 3 mos
Wells Fargo Advisors, LLCBroker
October 2007 - July 2009 · 1 yr 9 mos
Wells Fargo Advisors, LLC
October 2007 - July 2009 · 1 yr 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2006 - August 2007 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - August 2007 · 1 yr 5 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Dustin Anthony Brown - Financial Advisor | TrueAdvisor