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Alan Laurin Pershing

Brookstone Capital Management LLC

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About Alan Laurin Pershing

Alan Pershing is a financial professional with over a decade of experience in the financial services industry. Alan holds Series 7 and 31 licenses, as well as Series 65 and 66 licenses. Alan is currently affiliated with Brookstone Capital Management LLC and Milestone Asset Management, LLC. Alan has specialized expertise in providing financial planning, portfolio management, and educational seminars to individuals and businesses.

Firm Information

Alan Pershing is currently registered with Brookstone Capital Management LLC. Brookstone Capital Management LLC is a registered investment advisor headquartered in Wheaton, Illinois. The firm has 319 investment adviser representatives and manages approximately $1 billion to $10 billion in assets. They specialize in financial planning, portfolio management for individuals, and portfolio management for businesses. They also offer educational seminars and select other advisors for clients.
Brookstone Capital Management LLC

1745 S. NAPERVILLE ROAD

WHEATON, IL 60189

$10.41B

Assets Under Management

20

Total Clients

295

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Pershing’s Registration & Firm History

PA

01/09/2018 - Present

Brookstone Capital Management LLC (Pittsburgh PA)

PA

08/31/2012 - 05/20/2014

PNC INVESTMENTS (HARMAR PA)

PA

08/15/2011 - 06/05/2012

MORGAN STANLEY SMITH BARNEY (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 12/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 08/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Laurin Pershing.
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