Brooke Lebrun, financial advisor Middletown DE
78 score

Brooke Lebrun

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Brooke M. Lebrun
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, VT, WA, WI, WV

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BADGES
78

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