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Brooke Hali Adams

Academy Securities, Inc.

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About Brooke Hali Adams

Brooke Adams is a registered representative with Academy Securities, Inc. Brooke has been in the securities industry since 2009. Brooke holds Series 7, 7TO and 63 licenses. Brooke has previously worked for J.P. Morgan Securities LLC and PERFORMANCE TRUST CAPITAL PARTNERS, LLC. Brooke is currently registered in California and New York.

Firm Information

Brooke Adams is currently registered with Academy Securities, Inc.. Academy Securities, Inc. is a corporation that was formed on November 7, 1985. It is approved and registered in 38 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brooke Adams’s Registration & Firm History

CA

10/13/2022 - Present

Academy Securities, Inc. (Del Mar CA)

IL

01/11/2013 - 08/08/2017

PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)

IL

08/25/2009 - 07/26/2012

J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)

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Licenses & Designations

BC

Issued 04/11/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brooke Hali Adams.
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