Leon
Simoneau

Brookstone Wealth Advisors, LLC

CRD#1808028
Investment Advisor
in Nashua, NH

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About this Advisor

Leon Simoneau is a financial advisor who works in Nashua, New Hampshire with a total of 5 years of relevant experience. Simoneau is on the advisory team at Brookstone Wealth Advisors, LLC. Their career trajectory has included roles at Senior Financial Resources, V.E.B.S, Retirement Wealth Advisors, Lockwood Place Condo Association and Leon Simoneau. Simoneau holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Maine, Massachusetts and New Hampshire. Brookstone Wealth Advisors, LLC is a business based in Wheaton, IL. It has offices in 172 locations and a total of 198 employees. Brookstone Wealth Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees vary depending on the services provided. However, fee types charged by Brookstone Wealth Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 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

402 Amherst Street Suite 403
Nashua, NH 03063

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

NH 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

Leon Simoneau Work History

Leon has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Retirement Wealth Advisors

2009 - Present (15 years)

Leon Simoneau

2015 - 2020 (5 years)

Lockwood Place Condo Association

2012 - 2022 (10 years)

V.E.B.S

2009 - 2020 (11 years)

Senior Financial Resources

*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 Leon Simoneau 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

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