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William Rhett Roberson

Brookstone Wealth Advisors, LLC

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About William Rhett Roberson

William Roberson is a financial advisor currently registered with Brookstone Wealth Advisors, LLC. William has been in the industry for over 8 years and has experience working with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pruco Securities, LLC. William holds Series 6, 7, 63, and 66 licenses and the SIE exam.

Firm Information

William Roberson 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.

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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 businesses

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

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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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William Roberson’s Registration & Firm History

TX

05/06/2019 - Present

Brookstone Wealth Advisors, LLC (HOUSTON TX)

TX

01/12/2016 - 12/12/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

12/07/2015 - 12/16/2015

PRUCO SECURITIES, LLC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 03/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/07/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Rhett Roberson.
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