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Brian Edward Green

Brookstone Wealth Advisors, LLC

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About Brian Edward Green

Brian Green is a financial advisor registered with Brookstone Wealth Advisors, LLC. Brian is also registered with the state of Pennsylvania. Prior to joining Brookstone Wealth Advisors, LLC, Brian worked at PRUCO Securities Corporation. Brian's experience includes serving as a President at BIG 30 ATHLETIC CORPORATION and as an Insurance Agent at 3 POINT FINANCIAL SOLUTIONS, SOLE PROPRIETOR. Brian specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Brian Green is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Brian Green’s Registration & Firm History

PA

02/06/2023 - Present

Brookstone Wealth Advisors, LLC (Coudersport PA)

NJ

11/17/1998 - 03/24/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 03/03/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Edward Green.
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