Ford
Stokes

Brookstone Capital Management LLC

CRD#6449693
Investment Advisor
in Ponte Vedra, FL

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About this Advisor

Ford Stokes is a financial advisor who works out of Ponte Vedra, Florida with 4 years of industry experience. Stokes is an employee of Brookstone Capital Management LLC. The advisor has gained experience at Impact Partnership, The Stokes Agency, Retirement Wealth Advisors, Talon Wealth Management, Foundations Investment Advisors, LLC, Brookstone Capital Management and Amerilife. Stokes maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Florida, Georgia, North Carolina and South Carolina. Brookstone Capital Management LLC is an advisory company that has its headquarters in Wheaton, IL. The company has offices in 271 locations and a total of 385 advisors. It administers $8 billion in total assets across its 56,700 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 56,700 customer accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in investable assets. Brookstone Capital Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually depend on which service is provided. However, fee types charged by Brookstone Capital Management LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

439 Portsmouth Bay Avenue
Ponte Vedra, FL 32081

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

FL Average: $6,674,516,078
Total Number of Employees

385

FL Average: 44
Total Number of Accounts

56,700

FL Average: 2,564
Average Account Size

$132,529

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Ford Stokes Work History

Ford has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Amerilife

2019 - Present (5 years)

Brookstone Capital Management

2018 - 2019 (1 year)

Foundations Investment Advisors, LLC

2016 - 2018 (2 years)

Retirement Wealth Advisors

2016 - 2018 (2 years)

Talon Wealth Management

2015 - 2017 (2 years)

The Stokes Agency

2011 - 2015 (4 years)

Impact Partnership

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ford Stokes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Capital Management LLC

Douglas Henke
Wheaton, IL
Michael Miller
Wheaton, IL
Douglas Roller
Wheaton, IL
Canaan Penland
Wheaton, IL
Robert Szymanski
Duluth, GA
Kevin Osborn
Wheaton, IL
Thomas Martin
Wheaton, IL
Kevin Pulliam
Jonesboro, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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