Terrilyn Brownfield, financial advisor Tulsa OK

Terrilyn Brownfield

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Terrilyn D. Brownfield
Phone Number: 6306531400
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $78,780
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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