Allen Brooks (CRD# 4286146) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lynchburg, VA and has over 3 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 | 2 |
| Suntrust Bank | Salem, VA | Jul 2019 - Current | 3 |
| Suntrust Investment Services Inc. | Atlanta, GA | Jul 2019 - Current | 3 |
| 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 |
| Pnc Investments | Monroeville, PA | Jan 2013 - Nov 2013 | < 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 Management61,581MILLIONS
-
Total Number of Accounts126,886ACCOUNTS
-
Average Account Value$485,328
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.