Brooks
Mcrae

Stephens

CRD#6384370
Investment Advisor
in Little Rock, AR

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About this Advisor

Brooks Mcrae is a financial advisor based in Little Rock, Arkansas, working with Stephens. Brooks has previously held a position at Stephens Inc. Brooks has passed the Series 66 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, Brooks is part of Stephens, which operates out of Little Rock, Arkansas. The firm has 22 offices and 629 employees. The firm manages assets totaling $13.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Stephens includes asset-based, hourly, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

111 Center Street
Little Rock, AR 72201-3507

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Stephens Brokerage Details

Total Assets Under Management

$13,609,251,985

AR Average: $880,205,985
Total Number of Employees

629

AR Average: 42
Total Number of Accounts

21,368

AR Average: 1,714
Average Account Size

$636,899

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brooks Mcrae Work History

2023 - Present (1 year)

Stephens Inc

2021 - 2023 (2 years)

Stephens Inc

2018 - 2021 (3 years)

Stephens Inc

2014 - 2018 (4 years)

Stephens Inc

Disclosures

Please visit the SEC profile of Brooks Mcrae to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stephens

Bruce Goudeau
Shreveport, LA
Brenda Goudeau
Shreveport, LA
Michael Hardison
Shreveport, LA
George Sellers
Little Rock, AR
Terry Mcevoy
Portland, ME
Dustin Jenkins
Little Rock, AR
Andrew Marsh
Little Rock, AR
Jarrod Giroue
Highlands Ranch, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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