Prudent Money Financial Services

Prudent Money Financial Services (CRD# 128472) is a financial advisory firm headquartered in Addison, TX. They manage $31,130,588 in 341 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16633 Dallas Parkway, Suite 275, Addison, TX 75001
http://www.deceptivemoney.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $91,292
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Prudent Money Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Robert Brooks, financial advisor Addison TX
Robert P. Brooks
CRD#: 2257109
16633 Dallas Parkway, Suite 275, Addison, TX 75001

Robert Brooks (CRD# 2257109) is an Investment Advisor Representative working at Prudent Money Financial Services in Addison, TX and has over 31 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals