About A. J. BROOKER FINANCIAL ASSOCIATES
A. J. Brooker Financial Associates is a leading financial advisory firm that provides expert financial services to clients across the country. With over 20 years of experience in the industry, A. J. Brooker Financial Associates has established a strong reputation for providing dependable and insightful financial advice to its clients.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice to help clients achieve their financial goals
- Offers a wide range of financial services to meet the diverse needs of clients
- Specializes in creating personalized financial plans tailored to each individual client
- Has a team of highly trained and experienced financial advisors
- Committed to providing exceptional customer service and building long-term relationships with clients
Facts and Insights
A. J. Brooker Financial Associates has helped numerous clients to achieve financial success. Here are some key insights about the firm:
- Assets Under Management: A. J. Brooker Financial Associates has over $100 million in assets under management
- Number of Advisors: The firm has a team of 10 highly trained and experienced financial advisors
- Time in Business: A. J. Brooker Financial Associates has been in business for over 20 years
Financial Services Offered
A. J. Brooker Financial Associates offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
A. J. Brooker Financial Associates caters to a wide range of clients, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
A. J. Brooker Financial Associates is committed to transparency and does not charge hidden fees. The firm’s fees are based on a percentage of assets under management and are discussed and agreed upon with clients before any financial services are provided.
Background
A. J. Brooker Financial Associates was founded in 1999 by A. J. Brooker, a highly qualified financial advisor with over 30 years of experience in the industry. Over the years, the firm has continued to grow and expand its services, and has successfully helped countless clients to achieve their financial goals.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it is important to be aware of any disclosures that may impact their services. Here are some important disclosures to know about A. J. Brooker Financial Associates:
- A. J. Brooker Financial Associates is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The firm has a clean disciplinary record and has not faced any legal or regulatory actions
- A complete list of the firm’s disclosures can be found on the SEC website or by contacting the firm directly