Junyuan Lin
Junyuan Lin is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Wheaton, IL, with 3 years of industry experience. Junyuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189
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Regulatory History (1)
Employment Separation After Allegations
November 2022Other Business ActivitiesSells Insurance
Junyuan is a managing partner at LightUp Financial Consulting, a general insurance agency, and a National Vice President at 9 Fortunes Insurance Services. At both companies, Junyuan dedicates about a third of their time to management, marketing, agent management, and fixed life insurance and annuity consulting and sales.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Upmarket Securities LLCBroker
Transamerica Financial Advisors, INCBroker
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.