Joseph Brooks, financial advisor East Lansing MI

Joseph Brooks

CRD Number: 712568
Current Firm: Fairhaven Financial Advisory Corporation

Joseph Brooks (CRD# 712568) is an Investment Advisor Representative working at Fairhaven Financial Advisory Corporation in East Lansing, MI and has over 43 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Innovation Partners LLC Charlotte, NC Nov 2020 - Current 3
Fairhaven Financial Advisory Corp East Lansing, MI Jan 1999 - Current 25
Mercap Securities, LLC Paoli, PA Mar 2019 - Nov 2020 1
Securities America, Inc. East Lansing, MI Apr 2017 - Jun 2017 < 1
Arbor Point Advisors East Lansing, MI Apr 2017 - Jun 2017 < 1
Royal Alliance Associates, Inc. East Lansing, MI Jan 1997 - Apr 2017 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1980
Contact Info for Joseph R. Brooks
Phone Number: 517-332-2900
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $236,908
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MI, NC, TX

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