John HarrisCRD Number: 3028805
Current Firm: Brookstone Capital Management LLC
John Harris (CRD# 3028805) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Concord, NC and has over 23 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Brookstone Capital Management||Wheaton, IL||Jun 2018 - Current||3|
|Wealth Management Of The Carolinas||Concord, NC||Apr 2008 - Current||13|
|Kalos Capital, Inc.||Alpharetta, GA||Oct 2007 - Dec 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management3,548MILLIONS
Total Number of Accounts37,000ACCOUNTS
Average Account Value$95,892
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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