Adam Goodman (CRD# 6287684) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goodman Lifetime Wealth Strategies | Las Vegas, NV | Jan 2015 - Current | 9 |
| Brookstone Capital Management | Wheaton, IL | Aug 2014 - Current | 9 |
| Legal Shield | Ada, OK | Nov 2011 - Current | 12 |
| Lifetime Income Services | Las Vegas, NV | Sep 2011 - Jan 2015 | 3 |
| Horter Investment Management, LLC | Cincinnati, OH | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- NV
- TX
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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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