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Kaila Brooks

Park Square Financial Group LLC

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About Kaila Brooks

Kaila Brooks is an investment advisor representative at Park Square Financial Group LLC. Kaila is registered with the state of Georgia as an Investment Advisor Representative (IAR). Kaila has been in the industry since January 2020 and has experience in providing financial planning services and portfolio management for individuals.

Firm Information

Kaila Brooks is currently registered with Park Square Financial Group LLC. Park Square Financial Group LLC is a registered investment advisor based in Roswell, Georgia, offering financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm manages approximately $208 million in assets and has 3 licensed agents, 6 investment advisor representatives, and 6 investment advisory functions. They also participate in a wrap fee program.
Park Square Financial Group LLC

55 PARK SQUARE

ROSWELL, GA 30075

$208.17M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kaila Brooks’s Registration & Firm History

GA

10/01/2024 - Present

Park Square Financial Group LLC (ROSWELL GA)

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Licenses & Designations

IA

Issued 08/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaila Brooks.
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