Unclaimed
Donald T. Murphy is an Investment Advisor Representative at Brookstone Wealth Advisors, LLC. Donald has been in the industry since January 2012. Donald is registered with the state of California, Nevada, and Texas. Donald is also the Owner/CEO of Platinum Life, a firm that provides insurance sales, and the Owner/Officer Director of Platinum Wealth Advisors and American Retirement Education Services/ Retire 123. Donald specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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CA
10/27/2023 - Present
Brookstone Wealth Advisors, LLC (Beverly Hills CA)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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