Lee F. Brooks,  CFP<sup>&reg;</sup> - Financial Advisor

Lee F. Brooks, CFP®

CRPC

Private Wealth Advisor

Ameriprise Financial Services,

3130 Chaparral Dr, Ste 204
Roanoke, VA 24018-4369
FINANCIAL ADVISOR'S WEBSITE
(800) 716-6736
(540) 981-0657
CONNECT WITH Lee
  • facebook link
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General

Lee Brooks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, in Roanoke, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: VA, NC, CO, TN, FL, KY, NY
  • Health/disability insurance: VA
  • Fixed annuities: VA, NC, TN, FL, KY, NY
  • Variable annuities: VA, NC, TN, FL, KY, NY

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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