Brooke Huckert (CRD# 7122252) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brenham, TX and has over 3 years of experience in the finance industry.
CRD# 3247586
Thrivent Investment Management Inc.
CRD# 5678549
M.c. Byrd Wealth Management, LLC
CRD# 1662905
M.c. Byrd Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Capital Management, LLC | Brentwood, TN | Apr 2020 - Current | 2 |
| Vdr Financial | Brenham, TX | Oct 2014 - Current | 8 |
| Lifestyle Asset Management, Inc. | Friendswood, TX | May 2019 - Jun 2020 | 1 |
| None | Brenham, TX | Jan 2014 - Oct 2014 | < 1 |
| Gomedigap | Austin, TX | Jan 2008 - Dec 2013 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- TX
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Total Assets Under Management1,072MILLIONS
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Total Number of Accounts7,987ACCOUNTS
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Average Account Value$134,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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