Advisor at Insignia Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Insignia Wealth Advisory
Location
Opelika, AL 36801
Credentials
Series 66
Industry experience
10 years
1.5% annually, paid monthly in arrears based on average daily balance
Account minimum: $1,000 to open or maintain an account, may be reduced or waived on a case-by-case basis Fee-only: Fee-only firm; no commissions or other sales-related compensation
Insignia Wealth Advisory
2022 - Present (4 years)
LPL Financial, LLC
2019 - 2022 (3 years)
Raymond James Financial Services Advisors, INC.
2018 - 2019 (1 year)
Raymond James Financial Services, inc.
2018 - 2019 (1 year)
Edward Jones
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Opelika, AL
Edward Jones
Series 63, Series 65
Auburn, AL
Merrill
David Brooks serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial services industry. Since joining Merrill Lynch in 2012, David has focused on simplifying the complexities of his clients' financial situations by offering advice grounded in time-tested principles. He works closely with individuals, families, and business owners, emphasizing attentive, client-focused service and aiming to be their primary and enduring resource for financial guidance. David's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and retirement income. Prior to his role at Merrill Lynch, David gained experience at Vanguard Investment Co in Charlotte, North Carolina. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Auburn University’s College of Business. David resides in Auburn, Alabama, with his wife Candice and their three sons. Both David and Candice are Auburn University graduates who value family and commitment. They are members of First Baptist Church Opelika and enjoy traveling together and sharing new experiences as a family. Outside of work, David’s interests include golf, adventure sports, boating, cooking, fishing, football, hunting, music, and spending time with his family.
CFP®, Series 66
Opelika, AL
Edward Jones
Series 66
Auburn, AL
Edward Jones
CFP®, ChFC®, Series 66
Auburn, AL
Edward Jones
Series 66
Auburn, AL
Retirement Plans, LLC
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