Rooks Wealth Advisors, LLC

Rooks Wealth Advisors, LLC (CRD# 316013) is a financial advisory firm headquartered in Chattanooga, TN. They manage $45,846,135 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
412 Georgia Avenue, Suite 236, Chattanooga, TN 37403
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $409,340
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Rooks Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bradley Rooks, financial advisor Chattanooga TN
Bradley C. Rooks
CRD#: 5882475
412 Georgia Avenue, Suite 236, Chattanooga, TN 37403

Bradley Rooks (CRD# 5882475) is an Investment Advisor Representative working at Rooks Wealth Advisors, LLC in Chattanooga, TN and has over 13 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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