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Kaila Brooks

PARK SQUARE FINANCIAL GROUP LLC
ROSWELL, GA 30075
Some features on this profile are disabled
CRD#: 7220056
KB

Professional summary

Kaila Brooks is a registered financial advisor currently at PARK SQUARE FINANCIAL GROUP LLC located in Roswell, Georgia.

Kaila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kaila has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaila Brooks's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 1, 2024 - Present

PARK SQUARE FINANCIAL GROUP LLC

Office #1: 55 Park Square Ste 103, Roswell, GA 30075
RIA
CRD#: 332268
ROSWELL, GA
Past

August 28, 2024 - September 18, 2024

CSENGE ADVISORY GROUP, LLC

RIA
CRD#: 131167
ROSWELL, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PS
PARK SQUARE FINANCIAL GROUP LLC
PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC

CRD#: 332268 / SEC#: 801-131121

RIA
Registered Investment Advisory firm - (9/13/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(10/1/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/26/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2021
Securities Industry Essentials Examination

Current Firm

PS
PARK SQUARE FINANCIAL GROUP LLC
PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC

CRD#: 332268 / SEC#: 801-131121

RIA
Registered Investment Advisory firm - (9/13/2024 Approved)
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Contact information

Main Address
55 Park Square Ste 103, Roswell, GA 30075
Mailing Address
Phone number
(770) 641-1401
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/19/2025)
WRAP BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts736
AUM (Assets Under Management)$ 208,169,989

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARK SQUARE FINANCIAL GROUP LLC

CRD#: 332268Roswell, GA 30075

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