Mark Henry (CRD# 6578782) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Greenville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | Jan 2022 - Current | 2 |
| Foundations Investment Advisors LLC | Scottsdale, AZ | May 2020 - Current | 4 |
| Alloy Wealth Holdings Llc Dba Alloy Investment Management | Charlotte, NC | Oct 2019 - Current | 4 |
| Living Large Productions LLC | Charlotte, NC | Oct 2019 - Current | 4 |
| South Piedmont Community College | Monroe, NC | May 2019 - Current | 5 |
| Alloy Wealth Management, Inc. | Charlotte, NC | Nov 2016 - Current | 7 |
| Formulafolio Investments, LLC | Charlotte, NC | Nov 2016 - Dec 2021 | 5 |
| Retirement Wealth Advisors | Gastonia, NC | Nov 2015 - Jun 2020 | 4 |
| Veritas Wealth Solutions Inc. | Charlotte, NC | Jan 2016 - Nov 2016 | < 1 |
| Veritas Retirement Solutions | Gastonia, NC | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- NC
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Total Assets Under Management8,843MILLIONS
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Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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