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Christopher Letendre

24 Years of Experience
Sandwich, MA
1 DisclosureSells Insurance

Christopher Letendre is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Sandwich, MA, with 24 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
245 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K

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.

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Location

Sandwich, MA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2002
Denied
Other Business ActivitiesSells Insurance

Christopher is an owner involved in insurance sales, specifically fixed insurance, equity indexed annuities, and life insurance. He dedicates a full-time commitment to this activity.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Letendre, Christopher J.
June 2011 - September 2015 · 4 yrs 3 mos
Kcd Financial, INC.
July 2007 - April 2011 · 3 yrs 9 mos
Ifmg Securities, INC.
October 2004 - July 2007 · 2 yrs 9 mos
H&r Block Financial Advisors, INC.
February 2004 - October 2004 · 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2002 - June 2003 · 11 mos
Strategic Advisers INC.
August 2000 - July 2002 · 1 yr 11 mos
State Registrations3 states
FLMATX
Advisor

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
No exam information available for this advisor.
Christopher Letendre - Financial Advisor | TrueAdvisor