Sandra Brown
Director/Board Member at SOURCE CAPITAL, INC.
Net worth: 15 946 $ as of 2024-05-30
Profile
Sandra Brown is currently an Independent Director at Source Capital, Inc., a Director at Bragg Capital Trust, and a Director or Trustee at several FPA funds and Investment Managers Series Trust III.
She is also a Trustee at FPA Crescent Fund and FPA Flexible Fixed Income Fund.
Previously, she was the President & CEO of Transamerica Financial Advisors, Inc. and the President of Transamerica Securities Sales Corp.
from 1998 to 2009.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
SOURCE CAPITAL INC.
0.00% | 2024-01-31 | 373 ( 0.00% ) | 15 946 $ | 2024-05-30 |
Sandra Brown active positions
| Companies | Position | Start |
|---|---|---|
| SOURCE CAPITAL, INC. | Director/Board Member | 2016-09-30 |
| FPA Capital Fund, Inc. | Director/Board Member | 2016-09-30 |
| Investment Managers Series Trust III | Director/Board Member | 2016-09-30 |
| FPA New Income, Inc. | Director/Board Member | 2016-09-30 |
| FPA Paramount Fund, Inc. | Director/Board Member | 2016-09-30 |
| FPA Perennial Fund, Inc. | Director/Board Member | 2016-09-30 |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Director/Board Member | 2016-09-30 |
| FPA Crescent Fund | Director/Board Member | - |
| Bragg Capital Trust | Director/Board Member | 2019-12-31 |
| ░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Former positions of Sandra Brown
| Companies | Position | End |
|---|---|---|
| ░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ | ░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Source Capital, Inc.
 Source Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Source Capital, Inc. operates as a diversified mutual fund and closed-end investment trust. Its investment objective is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The company was founded on June 1, 1968 and is headquartered in Milwaukee, WI. | Miscellaneous |
| Transamerica Securities Sales Corp. | |
| FPA Capital Fund, Inc. | Miscellaneous |
| Investment Managers Series Trust III | Miscellaneous |
| FPA New Income, Inc. | Miscellaneous |
| FPA Paramount Fund, Inc. | Miscellaneous |
| FPA Perennial Fund, Inc. | Miscellaneous |
Transamerica Financial Advisors, Inc.
 Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Finance |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Finance |
| FPA Crescent Fund | Miscellaneous |
| Bragg Capital Trust | Miscellaneous |
| FPA Flexible Fixed Income Fund | Miscellaneous |
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