Brookstone Wealth Advisors, LLC
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About this Advisor
Keith Lavender is a financial advisor working in Canton, Georgia with a total of 9 years of relevant experience. Lavender works at Brookstone Wealth Advisors, LLC. Over the course of their career, Lavender has held roles at Retirement Wealth Advisors, Inc, Impact Partnership, Game Plan Financial and Formulafolio Investments, Inc. Lavender has a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Georgia. Brookstone Wealth Advisors, LLC is a registered investment firm that has its headquarters in Wheaton, IL. The firm has offices in 172 locations and a total of 198 financial advisors. The company offers a number 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. Financial management fee schedules depend on which services the firm provides the client. However, fee types billed by Brookstone Wealth Advisors, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Brookstone Wealth Advisors, LLC Brokerage Details
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
Keith Lavender Work History
Keith has been registered as a financial advisor for 9 years.*
Formulafolio Investments, Inc
Retirement Wealth Advisors, Inc
Game Plan Financial
*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.
Please visit the SEC profile of Keith Lavender 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
Rio Grande, PR
Johns Creek, GA
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 firstname.lastname@example.org.
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