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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
Carmichael, CA
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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.