Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Proctor is a financial advisor with Brookstone Capital Management LLC. James has been in the industry since 2009 and has experience working with individual investors and businesses. James is registered with the state of Texas and holds the Series 7 and Series 66 licenses. James is also a licensed insurance agent.
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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TX
11/30/2023 - Present
Brookstone Capital Management LLC (Fort Worth TX)
TX
09/21/2010 - 07/16/2014
SAGEPOINT FINANCIAL, INC. (FORT WORTH TX)
TX
04/09/2009 - 09/20/2010
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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