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Winston Pickens Stevenson

Brookstone Capital Management LLC

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About Winston Pickens Stevenson

Winston Pickens Stevenson is a financial advisor with Brookstone Capital Management LLC and has been working in the financial industry since 1986. Winston Pickens Stevenson is licensed in Arizona and has been with Brookstone Capital Management LLC since 2017. Winston Pickens Stevenson's primary specialty is in providing financial planning and portfolio management for individuals.

Firm Information

Winston Stevenson 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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Winston Stevenson’s Registration & Firm History

IL

01/27/2017 - Present

Brookstone Capital Management LLC (WHEATON IL)

MA

10/04/1996 - 04/02/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

10/04/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

12/09/1986 - 03/27/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/09/1986 - 03/27/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/05/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Winston Pickens Stevenson.
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