Luis Estrada, financial advisor Kennewick WA
89 score

Luis Estrada

CRD Number: 5553624
Current Firm: Brookstone Capital Management LLC

Luis Estrada (CRD# 5553624) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Kennewick, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL Mar 2015 - Current 1
F. Joel Financial Kennewick, WA Oct 2013 - Current 3
Sls Kennewick, WA Aug 2013 - Sep 2013 < 1
Walkers Furniture Kennewick, WA Jun 2004 - Aug 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Luis J. Estrada
Phone Number: 630-653-1400
Registered State(s):
  • OR
  • WA
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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