Brooks Black (CRD# 3237326) is an Investment Advisor Representative working at Prudential Financial Planning Services in Troy, MI and has over 24 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Saginaw, MI | Mar 2019 - Current | 5 |
| Prudential Insurance Company Of America | Saginaw, MI | Mar 2019 - Current | 5 |
| Unemployed | Bay City, MI | Feb 2019 - Mar 2019 | < 1 |
| Mml Investors Services, LLC | Bay City, MI | Mar 2017 - Feb 2019 | 1 |
| Massachusetts Mutual Life Insurance Company | Bay City, MI | Jul 2016 - Feb 2019 | 2 |
| Metropolitan Life Insurance Co | Grand Rapids, MI | Jul 2005 - Mar 2017 | 11 |
| Metlife Securities Inc. | Grand Rapids, MI | Jul 2005 - Mar 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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