Terrilyn BrownfieldCRD Number: 2477718
Current Firm: Brookstone Wealth Advisors, LLC
Terrilyn Brownfield (CRD# 2477718) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Tulsa, OK and has over 21 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Retirement Wealth Advisors||Tulsa, OK||Jun 2021 - Current||1|
|Shiloh Properties, LLC||Tulsa, OK||Jul 2013 - Current||9|
|Integrity Financial Services, LLC||Tulsa, OK||Aug 2004 - Current||17|
|Redhawk Wealth Advisors||Minneapolis, MN||Jan 2018 - Jul 2021||3|
|Southeast Investments, Inc.||Charlotte, NC||May 2019 - Sep 2020||1|
|Gradient Wealth Management||Arden Hills, MN||Dec 2015 - May 2016||< 1|
|Gradient Securities||Arden Hills, MN||Dec 2012 - May 2016||3|
|Gradient Advisors||Arden Hills, MN||Dec 2013 - May 2015||1|
|Regal Securities||Arden Hills, MN||Jan 2009 - Jan 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management32MILLIONS
Total Number of Accounts410ACCOUNTS
Average Account Value$78,780
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, WY
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