Diane
Brewer

Brookstone Wealth Advisors, LLC

CRD#2054378
Investment Advisor
in Laguna Hills, CA

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About this Advisor

Diane Brewer is a financial advisor based in Laguna Hills, California, working with Brookstone Wealth Advisors, LLC. Diane has previously held positions at Retirement Services Of America, First American National Investment Advisors, LLC, Partnervest Advisory Services, LLC, Sowell Management Services, Virtue Capital Management, LLC, and Abundance Asset Management Group, Inc. Diane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Illinois, and Nevada. Currently, Diane is part of Brookstone Wealth Advisors, LLC, which operates out of Laguna Hills, California. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23046 Avenida De La Carlota #644
Laguna Hills, CA 92653

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

CA Average: 44

Investment Advisory Services

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

Diane Brewer Work History

2022 - Present (2 years)

Abundance Asset Management Group, Inc

2019 - Present (5 years)

Virtue Capital Management, LLC

2017 - 2018 (1 year)

Sowell Management Services

2015 - 2017 (2 years)

Partnervest Advisory Services, LLC

2014 - 2017 (3 years)

First American National Investment Advisors, LLC

2010 - 2022 (12 years)

Retirement Services Of America

Disclosures

Please visit the SEC profile of Diane Brewer 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 Wealth Advisors, LLC

Matthew Conner
Wheaton, IL
Gregory Korn
Philipsburg, PA
Brandon Barney
Saint George, UT
Todd Manning
Wheaton, IL
Jacob Golseth
Bedford, TX
John Newell
The Villages, FL
Patrick Miles
Foothill Ranch, CA
Maxwell Mcbrayer
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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