Invested Better
Unclaimed

Unclaimed

Unclaimed

Philip Thomas Purpura

Brookstone Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Philip? Claim Your Profile

About Philip Thomas Purpura

Philip Purpura is a financial advisor registered with the state of New York. Philip has been in the financial industry since 1984. Philip is currently employed by Brookstone Wealth Advisors, LLC. Philip is also an independent licensed insurance agent. Philip has experience in providing investment advice, fixed insurance products and financial planning services.

Firm Information

Philip Purpura is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Philip Purpura’s Registration & Firm History

IL

01/30/2024 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

NY

04/28/2022 - 09/09/2022

EQUITY SERVICES, INC. (HAUPPAUGE NY)

MI

08/23/2018 - 02/04/2019

REGULUS ADVISORS, LLC (KENTWOOD MI)

NY

05/17/2017 - 12/14/2017

AXA ADVISORS, LLC (WOODBURY NY)

NY

06/03/2016 - 08/17/2016

M&T SECURITIES, INC. (HAUPPAUGE NY)

NY

08/11/2014 - 04/10/2015

AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)

NY

08/04/1998 - 08/14/2014

FSC SECURITIES CORPORATION (MELVILLE NY)

NY

06/10/1994 - 07/22/1998

NORTH RIDGE SECURITIES CORP. (MELVILLE NY)

AZ

05/19/1992 - 06/09/1994

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

10/11/1991 - 05/19/1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

MN

03/07/1990 - 10/14/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/07/1990 - 10/14/1991

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

02/23/1988 - 03/16/1990

DEAN WITTER REYNOLDS INC.

NY

06/20/1984 - 03/16/1990

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

02/15/1988 - 03/30/1988

SHEARSON LEHMAN HUTTON INC.

NA

11/07/1986 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

10/28/1985 - 11/13/1986

DEAN WITTER REYNOLDS INC.

Not sure if Philip Thomas Purpura is right for you?

Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Thomas Purpura.
Not sure if Philip Thomas Purpura is right for you?