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John Walter rodney Harris

Brookstone Capital Management LLC

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About John Walter rodney Harris

John Walter Rodney Harris is a registered Investment Advisor Representative (IAR) in North Carolina. John is associated with Brookstone Capital Management LLC and WMC Capital Management, LLC. John has been in the industry since 1998 and has experience with both individual and institutional clients. John Harris has passed the Series 63, Series 65 and Series 6 exams. John Harris has also worked for KALOS CAPITAL, INC., QUEST CAPITAL STRATEGIES, INC., and NEW ENGLAND SECURITIES. John Harris's primary business focus is on providing investment advisory services to individuals and high-net-worth clients.

Firm Information

John Harris is currently registered with Brookstone Capital Management LLC. Brookstone Capital Management LLC is a registered investment advisor headquartered in Wheaton, Illinois. The firm has 319 investment adviser representatives and manages approximately $1 billion to $10 billion in assets. They specialize in financial planning, portfolio management for individuals, and portfolio management for businesses. They also offer educational seminars and select other advisors for clients.
Brookstone Capital Management LLC

1745 S. NAPERVILLE ROAD

WHEATON, IL 60189

$10.41B

Assets Under Management

20

Total Clients

295

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Harris’s Registration & Firm History

NC

05/17/2024 - Present

Brookstone Capital Management LLC (Concord NC)

NC

10/10/2007 - 12/31/2012

KALOS CAPITAL, INC. (CONCORD NC)

CA

10/13/2003 - 10/18/2007

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NY

03/26/2002 - 10/01/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

05/26/1998 - 04/03/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 06/08/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Walter rodney Harris.
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