Willis Heslep (CRD# 2355948) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | Jan 2022 - Current | 2 |
| Heslep Tax & Retirement Planning | Charlotte, NC | Apr 2021 - Current | 3 |
| Retirement Wealth Advisors, Inc. | Charlotte, NC | Feb 2020 - Current | 4 |
| Heslep Wealth Advisors | Charlotte, NC | Apr 2014 - Current | 10 |
| Formulafolio Investments | Charlotte, NC | Feb 2020 - Dec 2021 | 1 |
| Heslep Small Biz Tax Prep & Accounting | Charlotte, NC | May 2017 - Apr 2021 | 3 |
| Cpr Investments Inc. | Shelby Township, MI | Feb 2019 - Feb 2020 | 1 |
| Cpr Financial Group | Shelby Township, MI | Feb 2019 - Feb 2020 | 1 |
| Alphastar Capital Management, LLC | Cornelius, NC | Jul 2017 - Feb 2019 | 1 |
| Redhawk Wealth Advisors | Minneapolis, MN | Oct 2016 - Jul 2017 | < 1 |
| Cfs Business Services/mel Jackson Tax | Charlotte, NC | Dec 2013 - Jul 2017 | 3 |
| Willis Heslep Accounting And Tax | Charlotte, NC | Jan 1997 - May 2017 | 20 |
| R.m. Stark & Company Inc. | Charlotte, NE | Nov 2014 - Oct 2016 | 1 |
| Hd Vest Investment Services | Charlotte, NC | Jun 2014 - Nov 2014 | < 1 |
| Hd Vest Insurance Services | Charlotte, NC | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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