Unclaimed
Brooks Hamilton Palmer is an investment advisor representative, registered with Dimensional Fund Advisors LP. Brooks has been active in the financial services industry since 2019. Brooks holds a Series 66, Series 7TO and SIE license. Brooks is registered in 49 states as well as Washington DC. Brooks specializes in working with individuals, investment companies, pooled investment vehicles, corporations, and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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.
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TX
12/13/2019 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 12/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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