Alan
Pershing
Brookstone Capital Management LLC
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About this Advisor
Alan Pershing is a financial advisor working in Pittsburgh, Pennsylvania, with a total of 5 years of industry experience. Pershing is currently employed by Brookstone Capital Management LLC. Throughout their career, Pershing has worked at Pnc Investments, Pnc Wealth Management, Brookstone Capital Management, Milestone Asset Management, LLC and West Advisory Group. Pershing holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Brookstone Capital Management LLC is an advisory company operating out of Wheaton, IL. It has offices in 271 locations and a total of 385 financial advisors. It handles $8 billion in total assets across its 56,700 client accounts, placing it among the largest firms in the country by assets under management. Of its 56,700 client accounts, just 8% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide range 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 depend on which services are provided. However, fee types billed by Brookstone Capital Management LLC likely include any 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
Alan Pershing Work History
Alan has been registered as a financial advisor for 5 years.*
Milestone Asset Management, LLC
Brookstone Capital Management
West Advisory Group
Pnc Wealth Management
Pnc Investments
*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 Alan Pershing 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
Wheaton, IL
Wheaton, IL
Winter Park, FL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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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