Brookstone Capital Management LLC
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About this Advisor
Robert Szymanski is a certified financial planner and chartered financial consultant who works in Duluth, Georgia who has 6 years of relevant experience. Szymanski is an employee of Brookstone Capital Management LLC. During their career, Szymanski has held roles at Cetera Investment Services LLC, E*Trade Securities LLC and Horter Investment Management, LLC. Szymanski maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Georgia, South Carolina and Texas. Brookstone Capital Management LLC is an advisory firm based in Wheaton, IL. The investment advisory business has offices in 271 locations and a total of 385 advisors. It manages $8 billion in total assets between its 56,700 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 56,700 client accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in investable assets. Brookstone Capital Management LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by Brookstone Capital Management LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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Brookstone Capital Management LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Robert Szymanski Work History
Robert has been registered as a financial advisor for 6 years.*
Horter Investment Management, LLC
E*Trade Securities LLC
Cetera Investment Services LLC
*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 Robert Szymanski 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
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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.