Kirk Brooks
Kirk Brooks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 10 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
15245 Shady Grove Road, Suite 240, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirk works as a contractor for Engineering Services Network, Inc., dedicating about half of his time to monitoring and assessing financial performance and risk in the U.S. naval shipbuilding industrial base. He also works as an advisory associate for Lee, Sipe and Associates and Serving Those Who Serve, spending minimal time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations3 states
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