Reginald Bridges
Reginald Bridges is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Lubbock, TX, with 19 years of industry experience. Reginald 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
2034 82nd St. Suite 101, Lubbock, TX, 79423
Get directionsHistory
Regulatory History (1)
Regulatory
February 2001Other Business ActivitiesSells Insurance
Reginald is an insurance agent with Forward Strategies Insurance Brokerage, LLC, selling life insurance and fixed indexed annuities, dedicating about half his time to nearly full-time. He is also an insurance agent with Senior Benefits Solutions of West Texas, selling Medicare Supplements and Advantage Plans, dedicating about 10-20% of his time to about a quarter of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Cla USA Advisory Group, LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Rushmore Securities CorporationBroker
Investment Centers of America, INC.Broker
Norwest Investment Services, INC.Broker
Aragon Financial Services, INC.Broker
Nylife Securities INC.Broker
Security First Financial, INC.Broker
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.