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Marsha G Harris

Brookstone Capital Management LLC

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About Marsha G Harris

Marsha G. Harris is an Investment Advisor Representative at Brookstone Capital Management LLC. Marsha holds a Series 6, Series 63 and Series 65 license. Marsha is licensed to provide investment advice in Ohio and Indiana. Marsha has over 15 years of experience in the financial services industry.

Firm Information

Marsha 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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Marsha Harris’s Registration & Firm History

IL

03/25/2009 - Present

Brookstone Capital Management LLC (WHEATON IL)

IN

06/24/2008 - 01/14/2009

ONEAMERICA SECURITIES, INC. (FORT WAYNE IN)

CA

06/13/2005 - 07/11/2006

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

06/02/2005 - 06/13/2005

ROUND HILL SECURITIES, INC. (ALAMO CA)

IL

12/20/2002 - 05/13/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marsha G Harris.
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