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CFP
RS
CFP

Robert Scullen

Brookstone Capital Management LLC
47 Years of Experience
Montgomery, AL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Robert Scullen is a CFP-designated registered investment advisor at Brookstone Capital Management LLC, based in Montgomery, AL, with 47 years of industry experience. Robert 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.

Brookstone Capital Management LLC
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

Montgomery, AL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an independent insurance agent and sole proprietor, selling and servicing life insurance policies since 2002. This activity takes about 10-20% of his time, with an additional hour during security trading.

Employment History
Current Registrations
Brookstone Capital Management LLC
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Brookstone Capital Management LLC
January 2018 - January 2018 · 0 mos
Global Financial Private Capital, LLC
May 2016 - February 2018 · 1 yr 9 mos
G.F. Investment Services, LLCBroker
May 2016 - February 2018 · 1 yr 9 mos
Capital Financial Services, INC.
January 2007 - May 2016 · 9 yrs 4 mos
Capital Financial Services, INC.Broker
January 2007 - May 2016 · 9 yrs 4 mos
The Masters
January 2004 - December 2006 · 2 yrs 11 mos
Vsr Financial Services, INC.Broker
October 2002 - December 2006 · 4 yrs 2 mos
Sunamerica Securities, INC.
June 1999 - October 2002 · 3 yrs 4 mos
Sunamerica Securities, INC.Broker
January 1994 - October 2002 · 8 yrs 9 mos
American-Intercontinental Financial Services CorporationBroker
July 1989 - February 1991 · 1 yr 7 mos
Asi Financial Services, INC.Broker
April 1986 - June 1988 · 2 yrs 2 mos
En Sof Securities CorporationBroker
December 1985 - March 1986 · 3 mos
Sconce, Craft and AssociatesBroker
June 1985 - September 1985 · 3 mos
Transamerica Financial Resources, INC.Broker
September 1984 - June 1985 · 9 mos
United Services Planning Association, INC.Broker
May 1975 - August 1984 · 9 yrs 3 mos
State Registrations1 state
AL
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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