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
Rooks Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management46MILLION
-
Total Number of Accounts112ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN
Financial Advisors at Rooks Wealth Advisors, LLC
1
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.
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