Brian
Green

Brookstone Wealth Advisors, LLC

CRD#3122880
Investment Advisor
in Coudersport, PA

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About this Advisor

Brian Green is a financial advisor based in Coudersport, Pennsylvania. Green works at Brookstone Wealth Advisors, LLC. During their career, the advisor has held roles at John P. Dubots Capital Management, LLC, 3 Point Financial Solutions, Sole Proprietor, Big 30 Athletic Corporation, New York Life, Northern Forests, LLC, Coudersport Area School District, Changepath, LLC, Bison Advisors, LLC and Brookstone Wealth Advisors. Green maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania and Texas. Brookstone Wealth Advisors, LLC is a business that has its headquarters in Wheaton, IL. The investment advisory business has offices in 172 locations and a total of 198 employees. Brookstone Wealth Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Brookstone Wealth Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

Coudersport, PA

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

PA 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

Brian Green Work History

Brian has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Brookstone Wealth Advisors

2019 - Present (5 years)

Big 30 Athletic Corporation

2018 - Present (6 years)

3 Point Financial Solutions, Sole Proprietor

2022 - 2023 (1 year)

Bison Advisors, LLC

2021 - 2022 (1 year)

Changepath, LLC

2020 - 2021 (1 year)

John P. Dubots Capital Management, LLC

2015 - 2018 (3 years)

New York Life

2013 - 2015 (2 years)

Northern Forests, LLC

2005 - 2019 (14 years)

Coudersport Area School District

*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 Brian Green 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

Karyn Rowe
Yakima, WA
Paul Yoon
Rio Grande, PR
Nicholas Bunio
Berwyn, PA
Eric Johnson
Atlanta, GA
Barry Rutten
Kirkland, WA
John Newell
The Villages, FL
Frank Hicks
Johns Creek, GA
Leslie Verkuilen
Neenah, WI

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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