Lonnie Hood, financial advisor Gold River CA

Lonnie Hood

CRD Number: 1112289
Current Firm: Brookstone Wealth Advisors, LLC

Lonnie Hood (CRD# 1112289) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Gold River, CA and has over 28 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Retirement Wealth Advisors, Inc. Gold River, CA Aug 2019 - Current 4
The Eagle Team Woodbury, MN Jan 2008 - Current 16
Federal Benefit Workshop Gold River, CA Jan 2008 - Current 16
Estate Planning Gold River, CA Jan 1998 - Current 26
Robin Hood Financial Gold River, CA Oct 1978 - Current 45
Horter Investment Management Cincinnati, OH Aug 2017 - Aug 2019 2
Wealth Watch Advisors LLC Rockledge, FL Aug 2016 - Aug 2017 1
Horter Investment Management, LLC Cincinnati, OH Apr 2014 - Aug 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Feb 1996
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lonnie W. Hood
Phone Number: 6306531400
Registered State(s):
  • CA
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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