Allen Brooks, financial advisor Lynchburg VA

Allen Brooks

CRD Number: 4286146
Current Firm: Truist Advisory Services, Inc.

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.

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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
Contact Info for Allen C. Brooks
Phone Number: 404-813-7713
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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