Dwayne Burnell, financial advisor Bothell WA

Dwayne Burnell

CRD Number: 5068145
Current Firm: Brookstone Wealth Advisors, LLC

Dwayne Burnell (CRD# 5068145) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Bothell, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Wealth Advisors, LLC Bothell, WA Dec 2020 - Current 3
Maxima Group Llc / Dba Burnell Financial Bothell, WA Mar 2005 - Current 19
Regal Investment Advisors, LLC Kentwood, MI Feb 2017 - Dec 2020 3
Wealth Watch Advisors LLC Rockledge, FL Jul 2015 - Feb 2017 1
Financialballgame.com Bothell, WA Oct 2010 - Feb 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Dwayne A. Burnell
Phone Number: 6306531400
Registered State(s):
  • CO
  • MT
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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