Brooks Financial Advisory Group,inc.

Brooks Financial Advisory Group,inc. (CRD# 130984) is a financial advisory firm headquartered in , . They manage $11,434,799 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.brooksfinancialadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $134,527
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
The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Brooks Financial Advisory Group,inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Brooks, financial advisor Lake Worth FL
Daniel L. Brooks
CRD#: 4198625
Lake Worth, FL

Daniel Brooks (CRD# 4198625) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 23 years of experience in the finance industry.

2
Carol Sherr, financial advisor Lake Worth FL
Carol M. Sherr
CRD#: 2005880
Lake Worth, FL

Carol Sherr (CRD# 2005880) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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