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Kathryn Turnham Brown

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC·AUSTIN, Texas
SIE, Series 7, Series 66Clean record7 years registeredDURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
1601 SOUTH MO PAC EXPRESSWAY, AUSTIN, TX 78746CRD# 6091129Firm CRD# 107722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Turnham Brown · AUSTIN, TX
Registration
CRD #6091129 · DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

Mar 2019present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 1, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
CRD 107722 · SEC 801-60001
AUM
$1.8B
Regulatory assets under management
Employees
22
355 client accounts
Services offered by DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Kathryn Turnham Brown offer?
Kathryn Turnham Brown specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Kathryn Turnham Brown's credentials?
Kathryn Turnham Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Turnham Brown located?
Kathryn Turnham Brown is based in AUSTIN, Texas, working with DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Kathryn Turnham Brown charge for services?
Kathryn Turnham Brown's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under other management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC?
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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