Supreme Alliance
47yrs
Top advisor by experience in Charlotte
2yrs
William Brooks
Full name on record: William Wright Brooks
Financial advisor at Florida Financial Advisors
Based in Charlotte, North Carolina, William Brooks is a fiduciary financial advisor with 2 years of industry experience. William has been with Florida Financial Advisors since 2024. Florida Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?Top 25% by experience at Florida Financial Advisors
Office4235 S Stream Blvd Suite 420, Charlotte, NC 28217
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$151,791
Advisors at the firm847
States licensed ?1 state
Services through Florida Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFlorida Financial Advisors, LLCCurrent firm
Contact William
(813) 333-1683Firm headquarters in Tampa, FL. Ask for William. 4235 S Stream Blvd Suite 420Charlotte, NC 28217Office · Get directions Instagram pageFlorida Financial Advisors
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Florida Financial Advisors at (813) 333-1683 and ask for William Brooks. William works from the Charlotte, NC office.
How long has William been a financial advisor?
William has been in the industry since 2024, about 2 years. Top 25% by experience at Florida Financial Advisors.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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