Brookstone Capital Management LLC
About this Advisor
Wesley Walters is a financial advisor who works in Hillsborough, North Carolina, who has 17 years of professional experience. Walters currently works for Brookstone Capital Management LLC. Over the course of their career, Walters has held roles at Horter Investment Management, LLC, Asset Preservation Solutions, Inc and Brookstone Capital Management. Walters has Series 65 and Series 65 licenses, certifying them as an investment advisor representative, and can serve investors in North Carolina and Virginia. Brookstone Capital Management LLC is a registered investment company based out of Hillsborough, North Carolina. The investment advisory business has offices in 221 locations and a total of 310 advisors. It oversees $3 billion in assets under management across its 33,000 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 33,000 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in 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 charged by financial advisors typically depend on which service is provided. Fee types charged by Brookstone Capital Management LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Brookstone Capital Management LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Wesley Walters Work History
Wesley has 17 years of experience.
Brookstone Capital Management
Asset Preservation Solutions, Inc
Horter Investment Management, LLC
Wesley Walters has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Brookstone Capital Management LLC
Overland Park, KS
Maple Grove, MN
Grand Rapids, MI
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.