Joshua Williamson
Joshua Williamson is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Mount Juliet, TN, with 18 years of industry experience. Joshua 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
2093 N Mount Juliet Rd, Suite #19, Mount Juliet, TN, 37122
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2017Other Business ActivitiesSells Insurance
Joshua sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also the owner, president, and secretary of JC Financial Inc, a pass-through entity since 2011 that generates no income.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
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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