Earl BrooksCRD Number: 2427846
Current Firm: Triad Advisors, LLC
Earl Brooks (CRD# 2427846) is an Investment Advisor Representative working at Triad Advisors, LLC in Pittsburgh, PA and has over 29 years of experience in the finance industry. Earl Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Investment Advisers LLC
Avantax Advisory Services
Robert W. Baird & Company Incorporated
|Triad Advisors, Inc.||Norcross, GA||Jun 2005 - Current||18|
|Self Employed||Pittsburgh, PA||Jan 1988 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1994|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management2,249MILLIONS
Total Number of Accounts10,769ACCOUNTS
Average Account Value$208,816
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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