Brooks Financial Advisory Group,inc.
Brooks Financial Advisory Group,inc. (CRD# 130984) is a financial advisory firm headquartered in , . They manage $11,434,799 in 85 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Brooks Financial Advisory Group,inc.
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$134,527
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC
Financial Advisors at Brooks Financial Advisory Group,inc.
1
Daniel Brooks (CRD# 4198625) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 23 years of experience in the finance industry.
2
Carol Sherr (CRD# 2005880) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 34 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.