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City PLEASANTON / No Performance / / Company The R.L. Brown Advisory Group LLC / Standard & Poor / Client Transactions/Personal Trading / Personal Trading / Brown Family Trust / Ibbotson Associates / Voting Client Securities / TD Ameritrade / Morningstar / / Currency USD / / / Event Dividend Issuance / / IndustryTerm insurance planning service / real estate investment trusts / advisory services / insurance planning clients / insurance agents / clients purchase insurance products / Insurance services fees / insurance / appropriate solutions / / Organization United States Securities and Exchange Commission / Discretionary Authority for Trading / / Person Karen I. Weir-Brown / Robert L. Brown / Robert (Bob) L. Brown / / / Position Attorney / custodian / President / insurance agent / President and Chief Compliance Officer / general financial planning and financial analysis/advice / General / Chartered Financial Analyst / Principal Owner / Governor / principal officer / financial advisors for comparable services / investment adviser / adviser / / Product INSURANCE PLANNING SERVICE Our / / ProvinceOrState California / / URL www.rlbrownadvisors.com / www.adviserinfo.sec.gov / / SocialTag 
Microsoft Word - Form ADV Part 2A and 2B - Asset Management and Insurance Planning Services (31 Marchdocx