William
Scott

Brookstone Capital Management LLC

CRD#5920445
Investment Advisor
in Brentwood, TN

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About this Advisor

William Scott is a financial advisor operating in Brentwood, Tennessee, with 6 years of industry experience. Scott is an advisor for Brookstone Capital Management LLC. Throughout their career, Scott has worked at Masterpiece Contsruction and Keystone Financial. Scott maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Tennessee. Brookstone Capital Management LLC is a registered investment company operating out of Wheaton, IL. The firm has offices in 271 locations and a total of 385 employees. It handles $8 billion in assets between its 56,700 client accounts, placing it among the largest firms in the nation by assets under management. Of its 56,700 accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the type of services provided. Fee types charged by Brookstone Capital Management LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 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

Office Location

7112 Crossroads Blvd. Suite 101
Brentwood, TN 37027

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

TN Average: 44
Total Number of Accounts

56,700

TN Average: 2,564
Average Account Size

$132,529

TN Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

William Scott Work History

William has been registered as a financial advisor for 6 years.*

2010 - Present (14 years)

Keystone Financial

2008 - Present (16 years)

Masterpiece Contsruction

*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 William Scott 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

Bryan Foster
Dublin, OH
Nicholas Hamner
Willow Grove, PA
Douglas Henke
Wheaton, IL
Melissa Rimsky
Winter Park, FL
Canaan Penland
Wheaton, IL
Robert Szymanski
Duluth, GA
Douglas Roller
Wheaton, IL
Michael Miller
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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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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