Erick Arnett, financial advisor Brooksville FL

Erick Arnett

CRD Number: 5007131
Current Firm: Brookstone Wealth Advisors, LLC

Erick Arnett (CRD# 5007131) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Brooksville, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Take Point Wealth Management Spring Hill, FL May 2019 - Current 3
American Retirement Institute Kennesaw, GA Mar 2019 - Current 3
Suncoast Cpa Group Spring Hill, FL Apr 2018 - Current 4
Gallantry Development Group, LLC Spring Hill, FL Sep 2017 - Current 4
Retirement Wealth Advisors Spring Hill, FL Mar 2016 - Current 6
Valor Money Management, Inc. Spring Hill, FL Sep 2017 - May 2019 1
Preferred Financial Advisors Spring Hill, FL Jan 2013 - Sep 2017 4
Campbell & Company Spring Hill, FL Jul 2013 - Aug 2017 4
Tcm Securities / Triumph Wealth Advisors Spring Hill, FL Jul 2013 - Mar 2016 2
Dalton Strategic Investment Services, Inc. Knightstown, IN Feb 2010 - Jul 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Oct 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Erick J. Arnett
Phone Number: 6306531400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $78,780
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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