Rodney Brooks (CRD# 1479411) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Louisville, KY and has over 37 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Planning Solutions | Louisville, KY | Nov 2020 - Current | 3 |
| Silver Oak Securities Inc. | Jackson, TN | Mar 2020 - Current | 4 |
| Magnate Advisory Services, LLC | Louisville, KY | Mar 2020 - Nov 2020 | < 1 |
| First Allied Advisory Services, Inc. | San Diego, CA | Oct 2017 - Mar 2020 | 2 |
| First Allied Securities, Inc. | San Diego, CA | Oct 2017 - Mar 2020 | 2 |
| Linsco Private Ledger | Lousiville, KY | Jun 2006 - Oct 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- KY
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts2,018ACCOUNTS
-
Average Account Value$141,404
- 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
CO, CT, FL, IL, IN, KY, LA, NC, NE, OH, TN, TX
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