Unclaimed
Shane Stevenson is an Investment Advisor Representative associated with Brookstone Capital Management LLC, a firm that has been in business since 2009. The firm manages over $10 billion in assets. Shane has been with the firm since March 2023 and is registered with the states of Arizona and California. Shane holds a Series 65 license and has prior experience with Winston & Companies Retirement and Financial Services and Collabera.
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.
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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AZ
03/21/2023 - Present
Brookstone Capital Management LLC (Phoenix AZ)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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