Philip Brooks Email & Phone Number
First Vice President, Investments
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Philip Brooks Location
- Dallas, TX, US
Philip Brooks Work
- 2007 -now First Vice President, Investments @ Raymond James
- 2007 -2007 Financial Advisor @ Raymond James
- 1990 -2007 Financial Advisor @ RBC Dain Rauscher
- 1989 -1990 Financial Advisor @
- 1976 -1989 Financial Advisor @
Philip Brooks Education
- Southern Arkansas University
B.B.A. in Management (Business & Economics)
1970-1974 - Robert E Lee High School, Tyler, Texas
High School Diploma (General Studies)
1967-1970
Philip Brooks Skills
- Series 7
- Retirement Planning
- Investments
- Retirement
- Finance
- Securities
- Mutual Funds
- Investment Strategies
- Wealth Management
- Estate Planning
- Asset Management
- Investment Advisory
- Mergers & Acquisitions
- Series 63
- Risk Management
- Fiduciary
- Mergers and Acquisitions
- Services
- Financial Services
- Management
- Customer Service
- Microsoft Office
- Loans
- Leadership
- Banking
- Marketing
- Microsoft Excel
- PowerPoint
- Strategic Planning
- Accounting
- Microsoft Word
- Financial Analysis
- Sales
Philip Brooks Summary
- Philip Brooks, based in Dallas, TX, US, is currently a First Vice President, Investments at Raymond James. Philip Brooks brings experience from previous roles at Raymond James, RBC Dain Rauscher, Smith Barney and Merrill Lynch. Philip Brooks holds a 1970 - 1974 B.B.A. in Management in Business & Economics @ Southern Arkansas University. With a robust skill set that includes Series 7, Retirement Planning, Investments, Retirement, Finance and more. Philip Brooks has 1 emails and 1 mobile phone numbers on RocketReach.
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