Brian Crook, financial advisor Eagle ID

Brian Crook

CRD Number: 2353138
Current Firm: Good Life Advisors, LLC

Brian Crook (CRD# 2353138) is an Investment Advisor Representative working at Good Life Advisors, LLC in Eagle, ID and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Eagle, ID Mar 2023 - Current 1
Good Life Advisors, LLC Reading, PA Mar 2023 - Current 1
Commonwealth Financial Network Waltham, MA Mar 2011 - Mar 2023 12
Rocky Mountain Wealth Management LLC Boise, ID Mar 2011 - Mar 2023 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian G. Crook
Phone Number: 610-898-6927
Firm Website: https://www.opuswmg.com/
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    2,896
    MILLIONS
  • Total Number of Accounts
    16,544
    ACCOUNTS
  • Average Account Value
    $175,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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