Berton R. Brown

Florida Investment Advisory Services

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: No minimum required

Title: CEO

Offering advice since: 2002

Areas of focus:

  • Annuities
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Berton R. Brown:

Tactical Asset Allocation oriented Financial Advisor.

Specialize in active management of annuities and mutual funds. Put together stock portfolios poised for long term growth, income paying, and/or preservation of purchasing power.

Compensation and Fee Structures:

Advisory Fee

Licenses, Certifications & Affiliations:

Series 7, 66, and Life, Health and VA license.

Education:

BSEE, U.Florida

Will provide references upon request?

Yes

Contact Information for Berton R. Brown

Phone: (561) 393-6900
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Fax: (561) 243-6434

Address for Berton R. Brown:
222 Palm Court
Suite B
Delray Beach, FL, 33444

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