William
Brooks
Virtue Capital Management, LLC
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About this Advisor
William Brooks is a financial advisor based in Lake Mary, Florida, working with Virtue Capital Management, LLC. William has previously held positions at Xexis, Inc, Horter Investment Management, LLC, Secure Investment Management, LLC, and Virtue Capital Management, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, William is part of Virtue Capital Management, LLC, which operates out of Lake Mary, Florida. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$787,466,707
110
6,111
$128,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
William Brooks Work History
Virtue Capital Management, LLC
Xexis, Inc
Secure Investment Management, LLC
Horter Investment Management, LLC
Disclosures
Please visit the SEC profile of William Brooks 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 Virtue Capital Management, LLC
Roanoke, VA
Brenham, TX
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Pompano Beach, FL
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
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