Luann
Barnes

Brookstone Capital Management LLC

CRD#3193187
Investment Advisor
in Concord, NC

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About this Advisor

Luann Barnes is a financial advisor operating in Concord, North Carolina with a total of 11 years of relevant experience. Barnes is currently employed by Brookstone Capital Management LLC. Over the course of their career, they have held roles at Success Logistics LLC, Beatty Financial Group, Bts Asset Management, Inc and Brookstone Capital Management. Barnes has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Brookstone Capital Management LLC is a registered investment company based in Wheaton, IL. The firm has offices in 271 locations and a total of 385 advisors. It controls $8 billion in total assets across its 56,700 client accounts, making it one of the largest firms in the United States by assets under management. Of its 56,700 client accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services depend on the type of financial services provided. Fees charged by Brookstone Capital Management LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

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

1028 Lee Ann Drive Suite 220
Concord, NC 28025

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

NC Average: 44
Total Number of Accounts

56,700

NC Average: 2,564
Average Account Size

$132,529

NC 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

Luann Barnes Work History

Luann has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Beatty Financial Group

2012 - Present (12 years)

Brookstone Capital Management

2014 - 2014 (< 1 year)

Bts Asset Management, Inc

2012 - 2017 (5 years)

Success Logistics 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 Luann Barnes 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

Thomas Rachelski
Wheaton, IL
Kevin Osborn
Wheaton, IL
Melissa Rimsky
Winter Park, FL
Kevin Pulliam
Jonesboro, AR
Nicholas Hamner
Willow Grove, PA
Thomas Martin
Wheaton, IL
Douglas Roller
Wheaton, IL
Douglas Henke
Wheaton, IL

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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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.

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