Brooke StanfordCRD Number: 6940575
Current Firm: Forvis Wealth Advisors, LLC
Brooke Stanford (CRD# 6940575) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Pension Consultants Inc.
|Forvis Wealth Advisors LLC||Jacksonville, FL||Jun 2022 - Current||< 1|
|Dixon Hughes Goodman Wealth Advisors LLC||Jacksonville, FL||Jun 2021 - May 2022||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Dec 2019 - Jun 2021||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jun 2019 - Dec 2019||< 1|
|Gordo's Cuban Cuisine||Tallahassee, FL||Aug 2018 - May 2019||< 1|
|Florida State University||Tallahassee, FL||Jun 2015 - May 2019||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2018 - Apr 2019||< 1|
|Northwestern Mutual Investment Services LLC||Palm Bch Gdns, FL||May 2018 - Apr 2019||< 1|
|Gordos Cuban Cuisine||Tallahassee, FL||May 2017 - May 2018||1|
|Duffys Sport Grill||North Palm Beach, FL||Jan 2015 - Jun 2015||< 1|
|William T Dwyer High School||Palm Beach Gardens, FL||Aug 2011 - Jun 2015||3|
|Rapids Water Park||Riviera Beach, FL||Jun 2013 - Aug 2014||1|
|Unemployed||North Palm Beach, FL||Jan 2008 - Jun 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management7,399MILLIONS
Total Number of Accounts11,893ACCOUNTS
Average Account Value$622,140
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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