Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Leonard B
Series 63, Series 65
Durham, NC
Brooks Financial of North Carolina, LLC
Leonard Brooks is a financial advisor with Brooks Financial of North Carolina, LLC in Durham, NC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at firms including Cetera and H.D. Vest Advisory Services before founding his current firm. Brooks also owns a tax preparation and filing service and acts as an agent managing small commercial property insurance through Alpha Risk Management Services. Brooks Financial of North Carolina provides financial planning and non-discretionary portfolio management primarily for individual and high-net-worth clients, along with retirement-plan services such as profit-sharing and 401(k)/403(b) planning. The firm offers insurance planning, retirement rollovers, participant education, and tax preparation, managing accounts with client-confirmed trades and tailored asset-allocation strategies based on fundamental and technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters