Wesley
Walters

Brookstone Capital Management LLC

CRD#6244913
Investment Advisor
in Hillsborough, NC

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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

Series 65, Series 65

Years of Experience

17 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

Disclosures

No

Office Location

Hillsborough, NC

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$2,950,000,000

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

310

NC Average: 44
Total Number of Accounts

33,000

NC Average: 2,564
Average Account Size

$89,394

NC Average: $2,603,165

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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.

2016 - Present (5 years)

Brookstone Capital Management

2003 - Present (18 years)

Asset Preservation Solutions, Inc

2013 - 2016 (3 years)

Horter Investment Management, LLC

Disclosures

Wesley Walters has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Brookstone Capital Management LLC

Jeffrey Wilcox
Overland Park, KS
Joseph Okros
Wheaton, IL
Sage Capone
Honolulu, HI
Garrett Groebner
Maple Grove, MN
Nolan Goslee
Grand Rapids, MI
Richard Lewis
Charlotte, NC
Eric James
Wheaton, IL
Glenn Price
Brentwood, TN

This content was compiled from the SEC and FINRA.

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.

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