Craig Brooks, financial advisor Greenwood Village CO

Craig Brooks

CRD Number: 5922807
Current Firm: Park Avenue Securities LLC

Craig Brooks (CRD# 5922807) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Greenwood Village, CO Oct 2015 - Current 5
Guardian Life Ins Greenwood Village, CO Sep 2015 - Current 5
Country Financial Littleton, CO May 2011 - Sep 2015 4
Black Diamond Enterprises Grand Junction, CO Jun 2010 - May 2011 < 1
Residential Life Maryville, MO Aug 2007 - May 2010 2
Student Publications Maryville, MO Jan 2009 - Jan 2010 1
American Eagle Outfitters Independence, MO May 2006 - Jan 2008 1
Gambino's Pizza Lee's Summit, MO Aug 2003 - Jan 2007 3
Sonic Maryville, MO Aug 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
S63 Uniform Securities State Law Examination Jul 2011
Contact Info for Craig W. Brooks
By the Numbers
  • Total Assets Under Management
    5,706
    MILLIONS
  • Total Number of Accounts
    31,460
    ACCOUNTS
  • Average Account Value
    $181,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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Data verified by both the advisor and the public regulatory data.

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