James AldrichCRD Number: 2166328
Current Firm: Brookstone Capital Management LLC
James Aldrich (CRD# 2166328) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Jacksonville, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Brookstone Capital Management||Wheaton, IL||Oct 2018 - Current||2|
|Ameritas Life Insurance Corp||Lincoln, NE||Jun 2006 - Current||14|
|Acacia Life Insurance||Bethesda, MD||Jun 2006 - Current||14|
|Union Central Life||Cincinnati, OH||Mar 2004 - Current||17|
|First Coast Financial Group Inc.||Jacksonville, FL||Mar 2004 - Current||17|
|Ameritas Investment Corp.||Lincoln, NE||Jun 2006 - May 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
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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