Steven BrooksCRD Number: 5921232
Current Firm: Dillon & Associates Inc.
Steven Brooks (CRD# 5921232) is an Investment Advisor Representative working at Dillon & Associates Inc. in Jackson, MI and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Gwn Securities Inc.
Prudential Financial Planning Services
|Dillon & Associates||Jackson, MI||Jul 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management267MILLIONS
Total Number of Accounts485ACCOUNTS
Average Account Value$550,607
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, FL, MI, OH, TX