Banner Investment Services - Brooks McCartney

Clocktower reflection on Spokane waterfront
Brooks D. McCartney, LPL Investment Advisor

Office: 509-242-4350

Email: brooks.mccartney@lpl.com

Address: 41 West Riverside Ave, Suite 100, Spokane, WA 99201

Assisted by Debbie Arnold: 541-618-5902, Toll-Free: 866-597-1344

 

Check the background of investment professionals associated with this site on BrokerCheck® by FINRA 

A former Olympic-level swimmer, Brooks brings an athlete’s drive and enthusiasm to his role as a financial advisor. With 30 years in the financial services industry, he enjoys educating new and experienced investors alike, helping people understand and navigate the multifaceted, ever-changing world of investing.

Brooks has a bachelor’s degree, and has served as a director at investment firms. When he’s not studying the industry or assisting clients, Brooks recharges by swimming, hiking, bicycling, fishing, and—his personal favorite—relaxing with family and friends.

 

A customized approach

Just as individuals and businesses play a role in society, Brooks believes the diverse components of an investment portfolio must contribute to the full investment picture. He recognizes the need for income never ends, regardless of the economy or an individual’s stage of life. With that in mind, he’ll work with you to develop a strategy suited to your short- and long-term goals.

 

A qualified advisor

Certifications: FINRA Series 7 and 66, registered through LPL Financial
Insurance Licenses: Health, life, disability and long-term care
 

Areas of focus:

Families and individuals

  • Wealth management
  • Retirement planning
  • Insurance planning

Contact Brooks for a no-obligation consultation:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency  |  Not Bank Guaranteed  |  Not Bank Deposits or Obligations  |  May Lose Value


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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