Seth Stewart (CRD# 5467292) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 16 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Development, LLC | Jeffersonville, IN | Dec 2019 - Current | 4 |
| Brookstone Holdings, LLC | Jeffersonville, IN | Sep 2019 - Current | 4 |
| 62 Sales, LLC | Charlestown, IN | Apr 2017 - Current | 7 |
| Pmb Capital Management Llc Dba Brookstone Financial | Jefferson, IN | Oct 2013 - Current | 10 |
| Brookstone Financial, LLC | Jeffersonville, IN | Jun 2003 - Current | 20 |
| Center Street Securities | Nashville, TN | Feb 2012 - Nov 2020 | 8 |
| Industrial Coating Contractors | Jeffersonville, IL | Nov 2014 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
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- IN
- KY
- LA
- TX
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Total Assets Under Management48MILLIONS
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Total Number of Accounts449ACCOUNTS
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Average Account Value$106,236
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IN, KY, LA, TX
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