Roger BrooksCRD Number: 2412064
Current Firm: Strategic Investment Management
Roger Brooks (CRD# 2412064) is an Investment Advisor Representative working at Strategic Investment Management in Austin, TX and has over 28 years of experience in the finance industry.
Pbl Wealth Management
Kestra Advisory Services, LLC
|Strategic Investment Management||Austin, TX||Aug 2014 - Current||8|
|Strategic Investment Management||Austin, TX||Dec 2003 - Aug 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
Total Assets Under Management32MILLIONS
Total Number of Accounts328ACCOUNTS
Average Account Value$97,897
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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