Robert Brooks

from The Financial Group
SEC regulated
Regulated Investment Advisor
Robert Brooks is a financial advisor based in California, Diamond Bar, with 29 years of experience. Robert currently works for The Financial Group. Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Brooks works at The Financial Group
The Financial Group is a financial advisory firm based in Diamond Bar, California. It currently has approximately $21,630,168 of assets under management and employs about 2 people. The Financial Group uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
21700 Copley Drive, Suite 160, Diamond Bar, California, 91765

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