Stephen
Davis
Brookstone Capital Management LLC
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About this Advisor
Stephen Davis is a financial advisor working out of Concord, New Hampshire with 7 years of relevant experience. Davis works at Brookstone Capital Management LLC. Davis has gained experience at Horter Investment Management, LLC, Sg Davis Financial Group, LLC, Brookstone Capital Management, LLC and Davis Wealth Management, LLC. Davis has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Massachusetts, New Hampshire and North Carolina. Brookstone Capital Management LLC is a business based out of Wheaton, IL. The company has offices in 271 locations and a total of 385 financial advisors. It administers $8 billion in total assets across its 56,700 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 56,700 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in investable assets. Brookstone Capital Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management are based on which services the firm provides the client. Fees billed by Brookstone Capital Management LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$7,514,377,000
385
56,700
$132,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Stephen Davis Work History
Stephen has been registered as a financial advisor for 7 years.*
Davis Wealth Management, LLC
Brookstone Capital Management, LLC
Horter Investment Management, LLC
Sg Davis Financial Group, 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.
Disclosures
Please visit the SEC profile of Stephen Davis 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
Wheaton, IL
Jonesboro, AR
Dublin, OH
Chicago, IL
Winter Park, FL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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