Hi I am Richard Brown, Managing Director at Brown and Haught Financial Group. I have been a Series 7 Registered Representative for over 25 years and the Managing Partner of Brown & Haught Financial Group, a full service brokerage firm that was founded 12 years ago in Fort Myers. I have presented over 100 seminars on topics ranging from the stock and bond markets to annuities and financial planning
and have been recognized by local magazines and in the community. Our firm specializes in Retirement, Estate and Financial Services with over $250 Million in client account values. I have my series 7, 24, and 63 security registrations as well as life and variable annuity licenses. For the last 18 years I have hosted the radio show All About Money and Investing. On the show we offer "The Complimentary Financial Physical". In "The Complimentary Financial Physical" we get to know all about you and your financial situation:
your income needs both short term, long term, and also your risk ratio. We will go over your investments and make recommendations if needed: Research your stocks letting you know the ratings. For your mutual funds we perform the overlap test and how your funds rank in their peer category. We analyze your bonds and see the effects if interest rates start to rise. Answer all your questions on annuities. Discuss your 401K accounts and go over the potential benefits of transferring to an IRA. If you would like to have the COMPLIMENTARY Financial Physical, call me, Richard Brown. 239-415-4650
Securities offered through Cetera Advisor Networks, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC. Cetera is under separate ownership from any other names entity.
