Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGregor is an investment advisor representative with Brookstone Wealth Advisors, LLC. Michael is a registered investment advisor in California, Colorado and Texas. Michael has been working in the financial services industry since 1992. Michael is also a registered representative with Brookstone Wealth Advisors, LLC. Michael is registered with the Securities Industry and Financial Markets Association (FINRA) and the Financial Industry Regulatory Authority (FINRA).
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
CO
10/20/2021 - Present
Brookstone Wealth Advisors, LLC (CASTLE ROCK CO)
CO
12/23/2011 - 05/29/2015
WILBANKS SECURITIES, INC. (CASTLE ROCK CO)
CO
05/01/2015 - 05/28/2015
NFP ADVISOR SERVICES, LLC (Castle Rock CO)
CO
06/08/2011 - 12/31/2011
CONCORDE INVESTMENT SERVICES, LLC (CASTLE ROCK CO)
CO
05/30/2003 - 05/17/2011
HARRISON DOUGLAS, INC. (CASTLE ROCK CO)
TN
09/12/2002 - 02/06/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
09/01/1995 - 09/06/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
05/14/1993 - 09/19/1995
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
DE
04/05/1995 - 04/27/1995
PML SECURITIES COMPANY (NEWARK DE)
NY
08/17/1992 - 05/12/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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