Unclaimed
Vernon Hargrave is an Investment Advisor Representative with Brookstone Wealth Advisors, LLC, located in Wheaton, Illinois. Vernon has been in the industry since 1983, and has experience providing financial planning, portfolio management, and educational seminars. Vernon has also been a co-executive director of Pathways Financial Solutions since March 2023. Vernon is registered with the state of Oklahoma and Texas.
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.
1
2
IL
04/18/2022 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
TX
02/10/1995 - 06/26/2002
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
CA
06/16/1993 - 05/31/1994
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
GA
03/04/1983 - 02/19/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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