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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooks? Claim Your ProfileBrooks Dodson Crissey is a financial advisor with over 15 years of experience in the industry. Brooks is registered to provide investment advice in 26 states and has a strong track record of helping clients achieve their financial goals. Brooks is a Certified Financial Planner™ professional and has a broad range of experience in financial planning, portfolio management, and retirement planning. Brooks is currently affiliated with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor.
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.
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CA
09/09/2024 - Present
LPL Financial LLC (SANTA ROSA CA)
CA
10/22/2012 - 10/17/2018
WELLS FARGO CLEARING SERVICES, LLC (NOVATO CA)
CA
06/01/2009 - 11/06/2012
MORGAN STANLEY (SAN FRANCISCO CA)
CA
01/07/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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