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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilcox is an investment advisor representative at Brookstone Capital Management LLC. David has over 20 years of experience in the financial services industry. He is a registered investment advisor in Florida and Texas, and holds the Series 6, SIE, and Series 65 licenses. David specializes in financial planning, portfolio management, and education seminars. He has worked with a wide range of clients, including high-net-worth individuals, corporations, and other investment advisors. David is committed to providing his clients with personalized and comprehensive financial advice.
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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FL
09/14/2022 - Present
Brookstone Capital Management LLC (PALM BEACH GARDENS FL)
FL
11/05/2009 - 09/05/2017
CENTER STREET SECURITIES, INC. (PALM BEACH FL)
FL
10/01/2007 - 11/05/2009
MADISON AVENUE SECURITIES, INC. (PALM BEACH GARDENS FL)
FL
01/25/2007 - 10/11/2007
AMERITAS INVESTMENT CORP. (PALM BCH GARDENS FL)
FL
05/13/2005 - 01/24/2007
NEW ENGLAND SECURITIES (N. PALM BEACH FL)
MN
03/01/2004 - 05/20/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
04/19/2000 - 12/03/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/06/2001 - 02/26/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/06/2001 - 02/26/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/21/1992 - 05/03/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/21/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
02/23/1989 - 04/21/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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