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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Hood is a Registered Investment Advisor and Investment Advisor Representative with Brookstone Wealth Advisors, LLC in Carmichael, California. Lonnie has been in the securities industry since 1983. Lonnie has a strong background in financial planning, portfolio management, and insurance. Lonnie has been working in the industry for over 30 years.
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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2
IL
08/22/2019 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
CA
01/06/2011 - 08/04/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (GOLD RIVER CA)
CA
01/02/2009 - 12/31/2010
MULTI-FINANCIAL SECURITIES CORPORATION (CARMICHAEL CA)
CA
01/18/2008 - 12/17/2008
AMERITAS INVESTMENT CORP. (ROSEVILLE CA)
CA
07/12/2004 - 12/10/2007
MULTI-FINANCIAL SECURITIES CORPORATION (ROSEVILLE CA)
NE
02/04/2004 - 07/15/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NJ
01/18/2002 - 02/24/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
CO
07/27/1999 - 01/14/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
04/01/1999 - 07/27/1999
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
04/15/1998 - 04/29/1999
DEL MAR FINANCIAL SERVICES, INCORPORATED (IRVINE CA)
CA
04/15/1998 - 04/05/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
GA
11/18/1996 - 04/14/1998
WMA SECURITIES, INC. (DULUTH GA)
NY
01/29/1996 - 11/01/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/25/1991 - 05/23/1991
NEW CENTURY SECURITIES, INC.
NA
02/27/1986 - 12/31/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/22/1983 - 03/22/1984
PRUCO SECURITIES CORPORATION
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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