David
Harper
Brookstone Capital Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Harper is a financial advisor who works in Wheaton, Illinois with 5 years of industry experience. Harper is an employee of Brookstone Capital Management LLC. During their career, Harper has held roles at Regal Investment Advisors, LLC and Cornerstone Financial Consultants. Harper holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Brookstone Capital Management LLC is a registered investment business operating out of Wheaton, IL. The firm has offices in 271 locations and a total of 385 people on staff. It controls $8 billion in assets under management across its 56,700 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 56,700 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually are based on the services provided. However, fees billed by Brookstone Capital Management LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
David Harper Work History
David has been registered as a financial advisor for 5 years.*
Regal Investment Advisors, LLC
Cornerstone Financial Consultants
*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 David Harper 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
Beaumont, TX
Winter Park, FL
Chicago, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
