Ryan Brooks (CRD# 6273467) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade Clearing, Inc. | Westlake, TX | Mar 2024 - Current | < 1 |
| Charles Schwab Trust Bank, Ssb | Westlake, TX | Sep 2023 - Current | < 1 |
| Charles Schwab & Company | Haslet, TX | Oct 2022 - Current | 1 |
| Td Ameritrade | Fort Worth, TX | May 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- TX
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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