Robert Brooks

from Prudent Money Financial Services
SEC regulated
Regulated Investment Advisor
Robert Brooks is a financial advisor based in Texas, Addison, with 32 years of experience. Robert currently works for Prudent Money Financial Services. Robert maintains a S63 license (Uniform Securities Agent State 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 Prudent Money Financial Services
Prudent Money Financial Services is a financial advisory firm based in Addison, Texas. It currently has approximately $24,134,689 of assets under management and employs about 1 people. Prudent Money Financial Services uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and sale of books & products and public speaking fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and sale of books & products and public speaking fees
Office location
16633 Dallas Parkway, Suite 275, Addison, Texas, 75001

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