Brooks Shertzer (CRD# 6570185) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Bel Air, MD and has over 7 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3068985
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Donohue Hart Thomson Financial Group | Bel Air, MD | May 2015 - Current | 9 |
| Founders Financial Securities LLC | Towson, MD | May 2015 - Current | 9 |
| Fellowship Chapel | Jarrettsville, MD | May 2014 - May 2016 | 2 |
| Loyola University Md | Baltimore, MD | Sep 2012 - May 2016 | 3 |
| Founders Financial Inc. | Towson, MD | May 2015 - Aug 2015 | < 1 |
| Sandbek Landscaping | Glen Arm, MD | May 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- MD
- TX
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Total Assets Under Management2,909MILLIONS
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Total Number of Accounts18,269ACCOUNTS
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Average Account Value$159,230
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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