Charles Threet, financial advisor Antioch TN
93 score

Charles Threet

CRD Number: 4563105
Current Firm: Brookstone Capital Management LLC

Charles Threet (CRD# 4563105) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Antioch, TN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles M Threet Antioch, TN Jan 2005 - Current 11
Hbw Insurance & Fin. Services Simi Valley, CA Aug 2003 - Current 13
U.s. Postal Svce Nashville, TN Jan 1998 - Current 18
Hbw Advisory Services LLC Simi Valley, CA Sep 2009 - Dec 2014 5
Convenant Reliance Producers Nashville, TN Nov 2007 - Dec 2014 7
Brookstone Capital Management Wheaton, IL Jul 2008 - Jul 2009 1
Hbw Mortgage Simi Valley, CA Sep 2007 - Jan 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Charles M. Threet
Phone Number: 630-653-1400
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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