Gary
Loduca

Brookstone Wealth Advisors, LLC

CRD#2569294
Investment Advisor
in Tampa, FL

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About this Advisor

Gary Loduca is a certified financial planner and chartered financial consultant operating out of Tampa, Florida who has 6 years of industry experience. Loduca currently works for Brookstone Wealth Advisors, LLC. During their career, Loduca has held roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Horter Investment Management, Thoughtful Wealth Management, Retirement Wealth Advisors, Id Watchdog, Id Shield, Financial Gravity, Stryde Solutions, Kbkg, Flood Risk America, Ep Cloud, Ep Navigator, Advisor Hr and Thoughtful Tax Advisors. Loduca holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Brookstone Wealth Advisors, LLC is a registered investment business that has its headquarters in Wheaton, IL. The company has offices in 172 locations and a total of 198 employees. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Brookstone Wealth Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

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

1646 W Snow Ave #163
Tampa, FL 33606

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

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

Gary Loduca Work History

Gary has been registered as a financial advisor for 6 years.*

2020 - Present (4 years)

Ep Navigator

2018 - Present (6 years)

Kbkg

2017 - Present (7 years)

Retirement Wealth Advisors

2016 - Present (8 years)

Id Watchdog

2015 - Present (9 years)

Thoughtful Wealth Management

2018 - 2019 (1 year)

Flood Risk America

2018 - 2020 (2 years)

Ep Cloud

2017 - 2018 (1 year)

Stryde Solutions

2017 - 2019 (2 years)

Advisor Hr

2016 - 2019 (3 years)

Id Shield

2016 - 2018 (2 years)

Financial Gravity

2016 - 2022 (6 years)

Thoughtful Tax Advisors

2015 - 2017 (2 years)

Horter Investment Management

2012 - 2015 (3 years)

Usaa Financial Advisors, Inc

2012 - 2015 (3 years)

Usaa Financial Planning Services

*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 Gary Loduca 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

Frank Hicks
Johns Creek, GA
Leslie Verkuilen
Neenah, WI
Barry Rutten
Kirkland, WA
Karyn Rowe
Yakima, WA
Eric Johnson
Atlanta, GA
Nicholas Bunio
Berwyn, PA
Paul Yoon
Rio Grande, PR
John Newell
The Villages, FL

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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