Brandon
Barney

Brookstone Wealth Advisors, LLC

CRD#7890801
Investment Advisor
in Saint George, UT

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About this Advisor

Brandon Barney is a financial advisor based in Saint George, Utah, working with Brookstone Wealth Advisors, LLC. Brandon has previously held positions at Ashton & Associates, Church Of Jesus Christ Of Latter-Day Saints, Nielsen's Frozen Custard, Dixie State University, Taco Bell, Sunburst Shutters, and KFC/Taco Bell. Brandon has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Brandon is part of Brookstone Wealth Advisors, LLC, which operates out of Saint George, Utah. 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 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

1664 South Dixie Drive C-105
Saint George, UT 84770

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

UT 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

Brandon Barney Work History

2022 - Present (2 years)

Ashton & Associates

2020 - 2022 (2 years)

Church Of Jesus Christ Of Latter-Day Saints

2019 - 2020 (1 year)

Nielsen'S Frozen Custard

2019 - 2020 (1 year)

Dixie State University

2018 - 2019 (1 year)

Taco Bell

2018 - 2018 (< 1 year)

Sunburst Shutters

2017 - 2018 (1 year)

Kfc/Taco Bell

Disclosures

Please visit the SEC profile of Brandon Barney 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

Gregory Korn
Philipsburg, PA
Scott Sandefur
Beverly Hills, CA
John Newell
The Villages, FL
Karyn Rowe
Yakima, WA
Jacob Golseth
Bedford, TX
Christopher Allyn
Kennesaw, GA
Patrick Miles
Foothill Ranch, CA
Matthew Conner
Wheaton, IL

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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