TrueAdvisor
TrueAdvisor
AS
AS

Andrea Smith

Brookstone Capital Management LLC
12 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Brookstone Capital Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrea is involved in insurance and annuity activities and sales.

Employment History
Current Registrations
Brookstone Capital Management LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2021 - April 2023 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
November 2019 - April 2023 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
July 2005 - November 2010 · 5 yrs 4 mos
Banc One Securities CorporationBroker
March 2004 - July 2005 · 1 yr 4 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.