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Anthony Joseph Paul

Brookstone Capital Management LLC

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About Anthony Joseph Paul

Anthony Paul is an active Investment Advisor Representative for Brookstone Capital Management LLC, where Anthony has been registered since April 2017. Anthony has been in the industry since October 2000 and has prior registration history with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Anthony is licensed to provide financial advice in Illinois. Anthony's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Anthony is also registered as a General Securities Representative.

Firm Information

Anthony Paul 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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Anthony Paul’s Registration & Firm History

IL

04/03/2017 - Present

Brookstone Capital Management LLC (WHEATON IL)

IL

06/01/2009 - 04/04/2017

MORGAN STANLEY (CHICAGO IL)

IL

10/05/2000 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/20/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/10/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2005

Series 3 - National Commodity Futures Examination

BC

Issued 10/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Joseph Paul.
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