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Richard Lewis

Brookstone Capital Management LLC

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About Richard Lewis

Richard Lewis is an investment advisor representative with Brookstone Capital Management LLC. Richard has been in the securities industry since 1984 and is licensed in Florida, Georgia, New Jersey, North Carolina, South Carolina, and Texas. Richard specializes in providing financial planning, portfolio management, and educational seminars. Richard also has experience with selection of other advisors and is involved with the firm's financial planning services.

Firm Information

Richard Lewis 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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Richard Lewis’s Registration & Firm History

NC

02/03/2021 - Present

Brookstone Capital Management LLC (Charlotte NC)

NC

03/04/2010 - 12/12/2013

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

12/01/2006 - 03/08/2010

QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)

NC

03/29/2004 - 12/01/2006

USALLIANZ SECURITIES, INC. (CHARLOTTE NC)

GA

01/02/1985 - 04/12/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/28/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Lewis.
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