David Gagnon
David Gagnon is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Madison, CT, with 30 years of industry experience. David 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
23 Woodland Road, Suite C3, Madison, CT, 06443
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2014Customer Dispute
April 2008Customer Dispute
June 2006Customer Dispute
August 2001Other Business ActivitiesSells Insurance
David is an insurance agent with The Eagle Team, dedicating a few hours per week to selling life insurance products. He also owns David Gagnon Insurance, where he spends nearly full-time hours selling insurance products.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Regal Investment Advisors LLC
Main Street Advisors, LLC
Independent Financial Group, LLC
Main Street Advisors, LLC
Ffp Advisory Services INC
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.