Philip Brooks Email & Phone Number
First Vice President, Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Philip Brooks Location
- Dallas, TX, US
Philip Brooks Work
- First Vice President, Investments @ Raymond James (October 2007 - Present)
- Financial Advisor @ Raymond James (October 2007 - October 2007)
- Financial Advisor @ RBC Dain Rauscher (December 1990 - October 2007)
- Financial Advisor @ (June 1989 - December 1990)
- Financial Advisor @ (November 1976 - June 1989)
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.
Looking for a different Philip Brooks?
Find contact details for 700 million professionals.
Others Named Philip Brooks
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co