Charles
Barber

Brookstone Capital Management LLC

CRD#6466856
Investment Advisor
in Monroe, LA

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About this Advisor

Charles Barber is a financial advisor based in Monroe, Louisiana, working with Brookstone Capital Management LLC. Charles has previously held positions at Pennington Financial, LLC, Brookstone Capital Management, and Barber Asset Management, LLC. Charles has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Charles is part of Brookstone Capital Management LLC, which operates out of Monroe, Louisiana. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1900 N. 18Th St. #211
Monroe, LA 71201

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

LA Average: $6,674,516,078
Total Number of Employees

395

LA Average: 44
Total Number of Accounts

68,500

LA Average: 2,564
Average Account Size

$129,089

LA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Charles Barber Work History

2022 - Present (2 years)

Barber Asset Management, LLC

2015 - Present (9 years)

Brookstone Capital Management

2008 - 2022 (14 years)

Pennington Financial, LLC

Disclosures

Please visit the SEC profile of Charles Barber 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

Michael Viken
Buffalo Grove, IL
David Hill
Wheaton, IL
Anthony Paul
Wheaton, IL
Steven Garibay
Dunedin, FL
Eddie James
Wheaton, IL
Kyle Beshoar
Wheaton, IL
Alan Pershing
Pittsburgh, PA
Marvin Reynolds
Morgan, UT

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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