Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gagnon is an investment advisor representative registered with Brookstone Wealth Advisors, LLC. David has been in the industry for over 25 years, and has experience in a variety of financial services, including insurance, tax preparation, and college planning. David is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CT
07/07/2014 - Present
Brookstone Wealth Advisors, LLC (MADISON CT)
CT
01/31/2014 - 06/04/2014
REGULUS ADVISORS, LLC (MADISON CT)
CT
10/14/2013 - 01/31/2014
CENTER STREET SECURITIES, INC. (MADISON CT)
CT
07/30/2010 - 10/18/2011
INDEPENDENT FINANCIAL GROUP, LLC (MADISON CT)
CT
11/02/2009 - 07/30/2010
NATIONAL PLANNING CORPORATION (MADISON CT)
CT
08/14/2006 - 11/13/2009
MAIN STREET SECURITIES, LLC (MADISON CT)
CT
09/16/1994 - 08/17/2006
FFP SECURITIES, INC. (MADISON CT)
TX
10/13/1992 - 09/20/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/08/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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