Unclaimed
Brooke Angela Gibbard is an active Registered Representative and Investment Advisor Representative with LPL Financial LLC, in Grand Rapids, MI. Brooke has been in the financial services industry for over 10 years. Brooke is a licensed professional and has obtained the following licenses and registrations: Series 66, Series 7TO, and Series SIE. Brooke specializes in offering investment advice, financial planning, and portfolio management for individuals, businesses, and corporations. Brooke has worked with JGH& ASSOCIATES and VOYA FINANCIAL ADVISORS, INC. Brooke is actively registered with the state of Michigan and has also obtained the following designations: Brooke is associated with LPL Financial LLC, which has over 20,000 licensed agents, 18,000 investment advisor representatives, and over 27,000 registered representatives. LPL Financial LLC offers a wide range of financial products and services, including investment advice, financial planning, retirement planning, insurance, and mutual funds.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
07/10/2023 - Present
LPL Financial LLC (GRAND RAPIDS MI)
BOTH
Issued 07/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brooke Gibbard is the right advisor for you? Invested Better is here to help.