Allan Parlier
Allan Parlier is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Cape Coral, FL, with 22 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
Cape Coral, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2023Other Business ActivitiesSells Insurance
Allan is an agent for Kingdom Insurance and Forward Strategies, marketing and selling health and life insurance products, including whole life, UL, IUL, and MYGA. These activities take about a quarter and about half of Allan's time, respectively.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Questar Capital CorporationBroker
Questar Capital CorporationBroker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Wachovia Securities, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
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
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