Unclaimed
Brian Brassell is an investment advisor representative at Brookstone Capital Management LLC in Palmyra, PA. Brian has been in the industry since August 2005. Brian is registered with the state of Pennsylvania as an investment advisor representative and holds a Series 65 license. Brian's firm provides a range of investment services, including financial planning, portfolio management for individuals, and educational seminars. Brian's areas of specialization include advising high net worth individuals, individuals other than high net worth, corporations or other businesses, and other clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
12/09/2016 - Present
Brookstone Capital Management LLC (Palmyra PA)
IA
Issued 11/15/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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