Broker Check

999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108

Brockman Wealth & Capital LLC

239-449-9455

 

Team

EXPERIENCE - over 20 years direct industry experiemce

EDUCATION - Certified Financial Planner (CFP©) certificant

                        Chartered Financial Consultant (ChFC) candidate

                        Chartered Market Technician (CMT) candidate

                         MBA, The Wharton School, University of Pennsylvania

                         BA, Indiana University

                         

ETHICS - adhere to CFP© and CMT Codes of Ethics

EFFORT -  We apply effort, energy, and enthusiasm on your behalf, working hard for you financial success..

 

Cathy Brockman

Client Services

Fidelity Custody and Clearing Services (FCCS) is a unit of Fidelity Investments.

FCCS provides your custody and clearing services and produces your statements

One of the world's largest financial services organization with customer assets of over $ 7.4 trillion.

Your securities will be held in very strong hands.

Cambridge Investment Research, Inc.

Broker-Dealer, Registered Investment Advisor

Cambridge Investment Research, Inc. has over 800 employees and works with over 3200 independent  investment professionals

Founded over 37 years ago, Total Assets under advisement exceeds  $ 92 billion.