David Gagnon (CRD# 2200199) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Madison, CT and has over 29 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacylock | Madison, WI | Dec 2019 - Current | 4 |
| The Eagle Team | Woodbury, MN | Jan 2019 - Current | 5 |
| Connecticut Retirement Academy | Madison, CT | Oct 2017 - Current | 6 |
| Retirement Wealth Advisors, Inc. | Jenison, MI | Jun 2014 - Current | 9 |
| College Funding Solutions, Inc. | Salem, OR | May 2009 - Current | 14 |
| United Tax Partners, LLC | Bangor, ME | Jan 2009 - Current | 15 |
| Madison Tax Center | Madison, CT | Jan 2009 - Current | 15 |
| Madison Men's Softball League | Madison, CT | Feb 2008 - Current | 16 |
| David Gagnon Insurance | Madison, CT | Aug 1993 - Current | 30 |
| Regal Investment Advisors, LLC | Kentwood, MI | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
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- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
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