Allen
Brooks
Truist Advisory Services, Inc
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About this Advisor
Allen Brooks is a financial advisor based in Lynchburg, Virginia, working with Truist Advisory Services, Inc. Allen has previously held positions at Suntrust Bank, First Data Corporation, Blue Eagle Credit Union, Cetera Advisor Networks, Suntrust Investment Services Inc, and Suntrust Advisory Service, Inc. Allen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Allen is part of Truist Advisory Services, Inc, which operates out of Lynchburg, Virginia. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 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, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Allen Brooks Work History
Suntrust Advisory Service, Inc
Suntrust Bank
Suntrust Investment Services Inc
Blue Eagle Credit Union
Cetera Advisor Networks
First Data Corporation
Suntrust Bank
Disclosures
Please visit the SEC profile of Allen Brooks 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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