Brookwood Wealth Advisors, LLC

Brookwood Wealth Advisors, LLC (CRD# 306735) is a financial advisory firm headquartered in Cartersville, GA. They manage $9,973,163 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 201373, Cartersville, GA 30120
https://www.facebook.com/brookwoodwa
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $102,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Brookwood Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Derrick Lowery, financial advisor Cartersville GA
Derrick L. Lowery
CRD#: 2689336
Cartersville, GA

Derrick Lowery (CRD# 2689336) is an Investment Advisor Representative working at Brookwood Wealth Advisors, LLC in Cartersville, GA and has over 28 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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