Allen Brooks (CRD# 4286146) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lynchburg, VA and has over 4 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Suntrust Advisory Service, Inc. | Atlanta, GA | Mar 2020 - Current | 4 |
Suntrust Bank | Salem, VA | Jul 2019 - Current | 4 |
Suntrust Investment Services Inc. | Atlanta, GA | Jul 2019 - Current | 4 |
Cetera Advisor Networks | El Segundo, CA | Aug 2018 - May 2019 | < 1 |
Blue Eagle Credit Union | Lynchburg, VA | Feb 2018 - May 2019 | 1 |
First Data Corporation | Lynchburg, VA | May 2017 - Feb 2018 | < 1 |
Suntrust Bank | Lynchburg, VA | Jun 2014 - May 2017 | 2 |
Edward Jones | St Louis, MO | Nov 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2019 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- VA
-
Total Assets Under Management53,170MILLIONS
-
Total Number of Accounts125,600ACCOUNTS
-
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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