Kirk Daress Brooks
Investment adviser representative at Raymond James Financial Services Advisors, Inc
8 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Profeds/fedimpactJul 2018 to now
- Raymond James Financial Services Advisors Inc.Jun 2018 to now
- Raymond James Financial Services, Inc.Jun 2018 to now
- Ez Federal Benefits EducationMar 2019 to Mar 2023
- UnemployedMar 2018 to Jun 2018
- Suntrust Advisory ServicesApr 2017 to Feb 2018
- Morgan StanleyJun 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6503755
- Firm CRD
- 149018