Unclaimed Profile

James Rainer Twiford

BROOKLINE INVESTMENTS, INC.·BIRMINGHAM, Alabama

SIE, Series 3, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record26 years registeredBROOKLINE INVESTMENTS, INC.

2830 CAHABA ROAD, BIRMINGHAM, AL 35223CRD# 2210271Firm CRD# 109239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Rainer Twiford · BIRMINGHAM, AL

Registration

CRD #2210271 · BROOKLINE INVESTMENTS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

CASTLE HILL CAPITAL PARTNERS, INC.

May 2020 – present

BROOKLINE INVESTMENTS, INC.

Mar 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · March 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKLINE INVESTMENTS, INC.

CRD 109239 · SEC 801-57057

AUM

$332M

Regulatory assets under management

Employees

33 client accounts

Services offered by BROOKLINE INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BROOKLINE INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does James Rainer Twiford offer?

James Rainer Twiford specializes in Investment Management, Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are James Rainer Twiford's credentials?

James Rainer Twiford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Rainer Twiford located?

James Rainer Twiford is based in BIRMINGHAM, Alabama, working with BROOKLINE INVESTMENTS, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does James Rainer Twiford charge for services?

James Rainer Twiford's firm is compensated through percentage of aum, performance-based fees, other: private fund incentive fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROOKLINE INVESTMENTS, INC.?

BROOKLINE INVESTMENTS, INC. has approximately 3 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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