KP
KP

Kevin Pulliam

11 Years of Experience
Jonesboro, AR
Sells Insurance

Kevin Pulliam is a registered investment advisor at Brookstone Capital Management LLC, based in Jonesboro, AR, with 11 years of industry experience. Kevin 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 6 more. Their firm serves 54,845 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
335 advisors
Number of Clients
54,845 clients
Average Client Portfolio
$232K average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

603 B Southwest Drive, Jonesboro, AR, 72401

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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

Kevin sells fixed and fixed-index insurance products for various insurance companies. He also works in regional sales for Secure Banking Solutions, focusing on customer relations, sales, and education about cyber-security risks, offering training, software, and IT audit solutions.

Employment History
Current Registrations
Brookstone Capital Management LLC
November 2014 - Present · 12 yrs
State Registrations2 states
ARTN
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.
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