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Benjamin Macdonald Daves

Brookstone Capital Management LLC

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About Benjamin Macdonald Daves

Benjamin Macdonald Daves is an investment advisor representative with Brookstone Capital Management LLC. Benjamin Macdonald Daves has been in the industry for over 20 years. Benjamin Macdonald Daves is registered with the state of North Carolina. Benjamin Macdonald Daves was previously registered with Center Street Securities, Inc., Gradient Securities, LLC, ING Financial Advisors, LLC, Legend Equities Corporation, and ING Financial Partners, Inc.. Benjamin Macdonald Daves holds the Series 6, Series 63, and Series 65 licenses. Benjamin Macdonald Daves specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Benjamin Daves 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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Benjamin Daves’s Registration & Firm History

NC

12/20/2013 - Present

Brookstone Capital Management LLC (DUNHAM NC)

NC

02/09/2011 - 06/18/2013

CENTER STREET SECURITIES, INC. (DURHAM NC)

NC

10/22/2009 - 09/17/2010

GRADIENT SECURITIES, LLC (DURHAM NC)

NC

06/25/2007 - 10/21/2009

ING FINANCIAL ADVISERS, LLC (DURHAM NC)

FL

07/08/2004 - 05/30/2007

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

CT

01/12/1996 - 06/23/2004

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 05/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Macdonald Daves.
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