Brooke
Stanford
Newedge Advisors
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About this Advisor
Brooke Stanford is a financial advisor based in Jacksonville, Florida, working with Newedge Advisors. Brooke has previously held positions at Florida State University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, William T Dwyer High School, Gordos Cuban Cuisine, Duffys Sport Grill, Rapids Water Park, Merrill Lynch, Pierce, Fenner & Smith Inc, Gordo'S Cuban Cuisine, Dixon Hughes Goodman Wealth Advisors LLC, Forvis Wealth Advisors LLC, and Newedge Advisors, LLC. Brooke has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Brooke is part of Newedge Advisors, which operates out of Jacksonville, Florida. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 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, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
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
Brooke Stanford Work History
Newedge Advisors, LLC
Forvis Wealth Advisors LLC
Dixon Hughes Goodman Wealth Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Gordo'S Cuban Cuisine
Gordos Cuban Cuisine
Florida State University
Duffys Sport Grill
Rapids Water Park
William T Dwyer High School
Disclosures
Please visit the SEC profile of Brooke Stanford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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