Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Wasson is an Investment Advisor Representative with Brookstone Capital Management LLC. David has been in the industry since 1989. David is registered with the state of California. David is licensed to sell insurance and provides social security planning. In addition to his work at Brookstone Capital Management LLC, David also has experience at THOMAS F. WHITE & CO., INCORPORATED, INTERSECURITIES, INC., GRIFFIN FINANCIAL SERVICES and FEDERATION FOR FINANCIAL INDEPENDENCE. David holds the Series 63, 65 and 7 securities licenses. David has a strong track record of success in the financial services industry. David has experience working with high net worth individuals, corporations and individuals other than high net worth clients. David is also a certified financial planner. David is committed to providing his clients with the highest level of service and expertise.
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
IL
01/15/2010 - Present
Brookstone Capital Management LLC (WHEATON IL)
CA
02/02/1999 - 07/29/1999
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
FL
10/28/1997 - 01/15/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
09/17/1996 - 02/10/1997
GRIFFIN FINANCIAL SERVICES
FL
07/15/1991 - 08/07/1995
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
05/23/1989 - 07/15/1991
FEDERATION FOR FINANCIAL INDEPENDENCE
IA
Issued 03/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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