David
Lo
Brookstone Capital Management LLC
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About this Advisor
David Lo is a financial advisor based in Dallas, Texas with 5 years of industry experience. Lo works at Brookstone Capital Management LLC. Over the course of their career, Lo has held roles at Gold Coast Securities, Inc and Brookstone Capital Management. Lo maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Brookstone Capital Management LLC is a firm that has its headquarters in Wheaton, IL. The firm has offices in 271 locations and a total of 385 employees. It has $8 billion in assets among its 56,700 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 56,700 client accounts, just 8% belong to high-net-worth investors who have more than $1 million in assets. Brookstone Capital Management LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the financial services. Fees billed by Brookstone Capital Management LLC likely are comprised of some 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
David Lo Work History
David has been registered as a financial advisor for 5 years.*
Brookstone Capital Management
Gold Coast Securities, Inc
*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 David Lo 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
Snellville, GA
Beaumont, TX
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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