Brooke LebrunCRD Number: 6117072
Current Firm: Pnc Investments
Brooke Lebrun (CRD# 6117072) is an Investment Advisor Representative working at Pnc Investments in Middletown, DE and has over 4 years of experience in the finance industry.
Affinity Wealth Management, Inc.
Woodbury Financial Services, Inc.
Prudential Financial Planning Services
|Pnc Bank||Newark, DE||May 2014 - Current||2|
|Pnc Investments LLC||Pittsburgh, PA||May 2014 - Current||2|
|Unemployed||Elkton, MD||Feb 2014 - May 2014||< 1|
|State Farm Vp Management Corp||Elkton, MD||Jan 2014 - Feb 2014||< 1|
|Stephen Simmons Insurance Agency||Elkton, MD||Nov 2013 - Feb 2014||< 1|
|Wells Fargo Advisors, Llc,||Kenneth Square, PA||Sep 2012 - Nov 2013||1|
|Wells Fargo Bank Na||Kenneth Square, PA||May 2011 - Nov 2013||2|
|Citifinancial||Bear, DE||Jan 2007 - May 2011||4|
|Columbia Bank||Elkton, MD||Jun 1999 - Jan 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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, VT, WA, WI, WV
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