Stephen Davis, financial advisor Concord NH
88 score

Stephen Davis

CRD Number: 6360178
Current Firm: Brookstone Capital Management LLC

Stephen Davis (CRD# 6360178) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Concord, NH and has over 2 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Concord NH
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Christopher June, financial advisor Concord NH
Christopher J. June
CRD# 6023112
Sfm, LLC
Score
103
Similar Advisors
Glenn Sweeney, financial advisor Concord NH
Glenn P. Sweeney
CRD# 3073912
Sfm, LLC
Score
103
Company Name Location Dates Years
Brookstone Capital Management, LLC Wheaton, IL Jan 2016 - Current < 1
Sg Davis Financial Group, LLC Concord, NH Mar 2007 - Current 9
Horter Investment Management, LLC Cincinnati, OH Jun 2014 - Jan 2016 1
Schmidt International Concord, NH Jul 2005 - Mar 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Stephen G. Davis
Phone Number: 630-653-1400
Registered State(s):
  • NH
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.