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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Elizabeth Warner is a financial advisor at The Colony Group, LLC. Brooke is registered with the state of California and has over 14 years of experience in the financial services industry. Brooke has a Series 7 and Series 66 license and is a Certified Financial Planner. Prior to joining The Colony Group, LLC, Brooke worked at WheelerFrost-Wealth Managers and HoyleCohen, LLC. Brooke specializes in working with individuals, families, and businesses to develop financial plans, investment strategies, and tax strategies. Brooke is committed to providing her clients with the highest level of service and expertise.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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CA
09/03/2024 - Present
THE Colony Group, LLC (San Diego CA)
CA
08/17/2010 - 06/23/2014
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
09/13/2007 - 08/10/2010
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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