Justin
Romo
Brookstone Capital Management LLC
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About this Advisor
Justin Romo is a financial advisor who works in Yuba City, California who has 2 years of relevant experience. Romo is on the advisory team at Brookstone Capital Management LLC. Throughout their career, they have worked at Brookstone Capital Management, Colliers International, The John Stewart Company, Pacific Cove Appraisals and Religious Order Of Jehovah'S Witnesses. Romo holds a Series 65 license, designating them as an investment advisor representative, and can work in California. Brookstone Capital Management LLC is an advisory business that has its headquarters in Wheaton, IL. The firm has offices in 271 locations and a total of 385 financial advisors. It controls $8 billion in assets between its 56,700 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 56,700 accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules are based on the type of services offered. Fee types billed by Brookstone Capital Management LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$7,514,377,000
385
56,700
$132,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Justin Romo Work History
Justin has been registered as a financial advisor for 2 years.*
Brookstone Capital Management
Colliers International
The John Stewart Company
Pacific Cove Appraisals
Religious Order Of Jehovah'S Witnesses
*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 Justin Romo 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
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Duluth, GA
Wheaton, IL
Dublin, OH
Chicago, IL
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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