AG
AG

Adam L. Goodman

11 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
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
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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

Adam is an independent associate for Legal Shield, marketing identity theft protection plans and legal service plans, and recruits/trains others. This takes a few hours per week, with minimal time during securities trading hours. Adam also sells insurance.

Employment History
Current Registrations
Brookstone Capital Management LLC
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Horter Investment Management, LLC
January 2014 - October 2014 · 9 mos
State Registrations2 states
NVTX
Advisor
Exams
No exam information available for this advisor.
Adam L. Goodman - Financial Advisor | TrueAdvisor