Willis
Heslep

Brookstone Wealth Advisors, LLC

CRD#2355948
Investment Advisor
in Charlotte, NC

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About this Advisor

Willis Heslep is a financial advisor based in Charlotte, North Carolina, working with Brookstone Wealth Advisors, LLC. Willis has previously held positions at Willis Heslep Accounting And Tax, Cfs Business Services/Mel Jackson Tax, Hd Vest Investment Services, Hd Vest Insurance Services, R.M. Stark & Co. Inc, Heslep Small Biz Tax Prep & Accounting, Alphastar Capital Management, LLC, Cpr Financial Group, Cpr Investments Inc, Heslep Tax & Retirement Planning, Brookstone Capital Management, Redhawk Wealth Advisors, Heslep Wealth Advisors, Retirement Wealth Advisors, Inc, and Formulafolio Investments. Willis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Willis is part of Brookstone Wealth Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

9635 Southern Pine Blvd Suite 113
Charlotte, NC 28273

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

NC 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

Willis Heslep Work History

2022 - Present (2 years)

Brookstone Capital Management

2021 - Present (3 years)

Heslep Tax & Retirement Planning

2020 - Present (4 years)

Retirement Wealth Advisors, Inc

2014 - Present (10 years)

Heslep Wealth Advisors

2020 - 2021 (1 year)

Formulafolio Investments

2019 - 2020 (1 year)

Cpr Financial Group

2019 - 2020 (1 year)

Cpr Investments Inc

2017 - 2021 (4 years)

Heslep Small Biz Tax Prep & Accounting

2017 - 2019 (2 years)

Alphastar Capital Management, LLC

2016 - 2017 (1 year)

Redhawk Wealth Advisors

2014 - 2014 (< 1 year)

Hd Vest Investment Services

2014 - 2014 (< 1 year)

Hd Vest Insurance Services

2014 - 2016 (2 years)

R.M. Stark & Co. Inc

2013 - 2017 (4 years)

Cfs Business Services/Mel Jackson Tax

1997 - 2017 (20 years)

Willis Heslep Accounting And Tax

Disclosures

Please visit the SEC profile of Willis Heslep 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

Todd Manning
Wheaton, IL
Maxwell Mcbrayer
Alpharetta, GA
Matthew Conner
Wheaton, IL
Erica Hunter
Wheaton, IL
Mark Huhta
Wheaton, IL
Robert Cruces
New York, NY
Gregory Korn
Philipsburg, PA
Samuel Pesetsky
New Albany, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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