Unclaimed Profile

Frank Daniel Brown

WILKINS MILLER WEALTH MANAGEMENT, LLC·MOBILE, Alabama

SIE, Series 7, Series 66Clean record18 years registeredWILKINS MILLER WEALTH MANAGEMENT, LLC

41 WEST INTERSTATE 65, SERVICE ROAD NORTH,, MOBILE, AL 36608CRD# 5417241Firm CRD# 162222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Daniel Brown · MOBILE, AL

Registration

CRD #5417241 · WILKINS MILLER WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILKINS MILLER WEALTH MANAGEMENT, LLC

WILKINS MILLER WEALTH MANAGEMENT, LLC

Dec 2012 – Dec 2022

MOBILE, AL

1ST GLOBAL ADVISORS INC

Mar 2008 – Dec 2012

MOBILE, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 4, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILKINS MILLER WEALTH MANAGEMENT, LLC

CRD 162222 · SEC 801-125952

AUM

$184M

Regulatory assets under management

Employees

281 client accounts

Services offered by WILKINS MILLER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WILKINS MILLER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Frank Daniel Brown offer?

Frank Daniel Brown specializes in Financial Planning, Investment Management.

What are Frank Daniel Brown's credentials?

Frank Daniel Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Daniel Brown located?

Frank Daniel Brown is based in MOBILE, Alabama, last registered with WILKINS MILLER WEALTH MANAGEMENT, LLC.

How does Frank Daniel Brown charge for services?

Frank Daniel Brown's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILKINS MILLER WEALTH MANAGEMENT, LLC?

WILKINS MILLER WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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