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Daniel Brown began his investment career in July, 2007 as an Advisor with RBC Dain Rauscher followed by Chase Investment Services and Wells Fargo Advisors. Mr. Brown founded Miles Brown Asset Management, LLC in 2016. Mr. Brown holds a certification in Financial Planning focused on Retirement Income planning and investment management as well as a Bachelor of Science degree in Political Science, Juris Doctor degree and a Masters degree.
Our goal is to be your primary source of financial advice. We seek to develop long-term relationships through a commitment to quality client service, an open and ongoing dialogue and expert implementation of comprehensive wealth management strategies.
Miles Brown Asset Management, llc.
700 Larkspur Landing Circle Suite 199, Larkspur, California 94939
Advisory services offered through Miles Brown Asset Management, LLC. The information on this website should not be considered legal advice. Please consult with a qualified financial advisor before investing in securities or other financial instruments.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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