Brooks Financial Advisory Group,inc.

Brooks Financial Advisory Group,inc. (CRD# 130984) is a financial advisory firm headquartered in Lake Worth, FL. They manage $8,100,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $103,846
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Brooks Financial Advisory Group,inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carol M. Sherr
CRD#: 2005880
Lake Worth, FL
81
Wealthminder
score

Carol Sherr (CRD# 2005880) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 26 years of experience in the finance industry.

2
Daniel L. Brooks
CRD#: 4198625
Lake Worth, FL
61
Wealthminder
score

Daniel Brooks (CRD# 4198625) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 16 years of experience in the finance industry.

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