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Leonard B
Series 63, Series 65
Durham, NC
Brooks Financial of North Carolina, LLC
Leonard Brooks is the sole advisor at Brooks Financial of North Carolina, LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked with firms including Cetera and H.D. Vest Advisory Services. Brooks also owns a tax preparation and filing service and serves as an agent for a property and casualty insurance agency. Brooks Financial of North Carolina provides financial planning and non-discretionary portfolio management primarily for individual and high-net-worth clients, offering retirement-plan services and insurance planning. The firm manages accounts with client-confirmed trades and uses both fundamental and technical analysis, disclosing a fiduciary duty for retirement advice and incorporating AI tools under supervision.
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