Callie Brooks (CRD# 7807448) is an Investment Advisor Representative working at &wealth Partners in Port Saint Lucie, FL and has 1 year of experience in the finance industry. Callie Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5575170
Edward Jones
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| &wealth Partners | Baltimore, MD | Jul 2023 - Current | < 1 |
| Comerica Bank | Palm Beach Gardens, FL | Oct 2021 - Jul 2023 | 1 |
| Jensen Beach Property Management, LLC | Jensen Beach, FL | Mar 2020 - Oct 2021 | 1 |
| Jensen Beach Property Management, LLC | Jensen Beach, FL | Feb 2020 - Mar 2020 | < 1 |
| Bass Realty Management Services, LLC | Stuart, FL | Sep 2019 - Feb 2020 | < 1 |
| Johnson University | Kissimmee, FL | Aug 2019 - Oct 2019 | < 1 |
| Wells Fargo Bank, N.a. | Palm Beach, FL | Jun 2012 - Aug 2019 | 7 |
- MD
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Total Assets Under Management399MILLIONS
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Total Number of Accounts256ACCOUNTS
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Average Account Value$1,558,944
- 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
- Selection of other advisers (including private fund managers)
FL, IL, MD, NH, NY
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