Marc Brooks, financial advisor Cumming GA

Marc Brooks

CRD Number: 4861719
Current Firm: Churchill Management Group

Marc Brooks (CRD# 4861719) is an Investment Advisor Representative working at Churchill Management Group in Cumming, GA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Churchill Management Group Los Angeles, CA Aug 2015 - Current 5
Tiaa Indianapolis, IN Oct 2012 - Aug 2015 2
Tiaa-cref Individual & Institutional Services, LLC Indianapolis, IN Oct 2012 - Aug 2015 2
The Retirement Corporation Of America Cincinnati, OH Apr 2012 - Oct 2012 < 1
Adp Broker-dealer, Inc. Pleasanton, CA Nov 2010 - Apr 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Marc L. Brooks
Phone Number: 323-937-7110
Registered State(s):
  • AL
  • GA
  • NC
  • SC
  • TN
By the Numbers
  • Total Assets Under Management
    6,567
    MILLIONS
  • Total Number of Accounts
    17,431
    ACCOUNTS
  • Average Account Value
    $376,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

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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