Allan
Parlier

Brookstone Wealth Advisors, LLC

CRD#4071709
Investment Advisor
in Cape Coral, FL

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About this Advisor

Allan Parlier is a financial advisor based in Cape Coral, Florida, working with Brookstone Wealth Advisors, LLC. Allan has previously held positions at Bankers Life & Casualty, Proequities, Inc, American Senior Benefits, Brookstone Wealth Advisors, Lincoln Investment, and Questar Capital Corporation. Allan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware, Florida, and Maryland. Currently, Allan is part of Brookstone Wealth Advisors, LLC, which operates out of Cape Coral, Florida. 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 66

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

Cape Coral, FL

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

FL 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

Allan Parlier Work History

2022 - Present (2 years)

Brookstone Wealth Advisors

2019 - 2022 (3 years)

Lincoln Investment

2016 - 2019 (3 years)

Questar Capital Corporation

2015 - 2021 (6 years)

American Senior Benefits

2010 - 2016 (6 years)

Proequities, Inc

2006 - 2015 (9 years)

Bankers Life & Casualty

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Disclosures

Please visit the SEC profile of Allan Parlier 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

Erica Hunter
Wheaton, IL
Todd Manning
Wheaton, IL
Samuel Pesetsky
New Albany, OH
Brandon Barney
Saint George, UT
Jacob Golseth
Bedford, TX
Patrick Miles
Foothill Ranch, CA
Gregory Korn
Philipsburg, PA
Scott Sandefur
Beverly Hills, CA

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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