Eric Brooks
Eric Brooks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lutz, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1851 Collier Pkwy, Lutz, FL, 33549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is an officer and president of Keystone Wealth Group, where he works as a financial advisor and owner. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations16 states
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