Daniel Brooks
Daniel Brooks is a registered investment advisor at Brooks Financial Advisory Group,inc., based in Lake Worth, FL, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $17M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Lake Worth, FL
Get directionsHistory
Regulatory History (1)
Criminal
November 1986Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent with BISYS Insurance Services since 2000, selling life insurance, annuities, and other insurance products, dedicating a few hours per week. He also does tax preparation.
Employment History
Current Registrations
Brooks Financial Advisory Group,inc.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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