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Debra Ann Brown

OLIVEIRA WEALTH, LLC·MODESTO, California
SIE, Series 6, Series 63Clean recordOLIVEIRA WEALTH, LLC
810 STANDIFORD AVE, MODESTO, CA 95350CRD# 2930469Firm CRD# 315326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Debra Ann Brown · MODESTO, CA
Registration
CRD #2930469 · OLIVEIRA WEALTH, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
OLIVEIRA WEALTH, LLC
CRD 315326 · SEC 801-122522
AUM
$222M
Regulatory assets under management
Employees
3
762 client accounts
Services offered by OLIVEIRA WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OLIVEIRA WEALTH, LLC →
Introduction

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Frequently Asked Questions

What services does Debra Ann Brown offer?
Debra Ann Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MODESTO, California for a consultation.
What are Debra Ann Brown's credentials?
Debra Ann Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Debra Ann Brown located?
Debra Ann Brown is based in MODESTO, California, working with OLIVEIRA WEALTH, LLC. Their office serves clients in the MODESTO metropolitan area and surrounding communities.
How does Debra Ann Brown charge for services?
Debra Ann Brown's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLIVEIRA WEALTH, LLC?
OLIVEIRA WEALTH, LLC has approximately 3 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLIVEIRA WEALTH, LLC

Thomas Michael Oliveira
MODESTO, CA

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Research
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