Warren Brooks (CRD# 4020489) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 18 years of experience in the finance industry.
CRD# 5048590
Truist Advisory Services, Inc.
CRD# 2695469
Prudential Financial Planning Services
CRD# 6365298
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Wealth Building LLC | California, MD | Jul 2021 - Current | 2 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Jul 2021 | 5 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Nov 1999 - Jul 2021 | 21 |
| First Command Financial Planning | Lexington Park, MD | Aug 1999 - Jul 2021 | 21 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jul 1999 - Jul 2021 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- MD
-
Total Assets Under Management419MILLIONS
-
Total Number of Accounts3,301ACCOUNTS
-
Average Account Value$126,847
- 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
CA, DC, FL, MA, MD, NC, NE, PA, SC, TN, TX, VA, WA
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