Lonnie Hood
Lonnie Hood is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Carmichael, CA, with 23 years of industry experience. Lonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
Carmichael, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Lonnie owns Robin Hood Financial, offering insurance and investment advisory services, dedicating about a quarter of his time. He also owns Federal Benefit Workshops and an estate planning business, and works as an insurance agent for The Eagle Team, dedicating a few hours per week to each.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Horter Investment Management, LLC
Wealth Watch Advisors, LLC
Horter Investment Management, LLC
Fa Advisor Network, LLC.
Transamerica Financial Advisors, INC.
Multi-Financial Securities Corporation
Ameritas Investment CORP
Multi-Financial Securities Corporation
Prudential Financial Planning Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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