Gregory NelsonCRD Number: 2246766
Current Firm: Brookstone Capital Management LLC
Gregory Nelson (CRD# 2246766) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 28 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|Brookstone Capital Management||Wheaton, IL||Jun 2020 - Current||< 1|
|Strategic Benefit Coach||Sandy, UT||Apr 2014 - Current||6|
|New York Life Insurance||Sandy, UT||Jul 2013 - Current||7|
|Strategic Benefit Coach||Sandy, UT||Jun 2009 - Current||11|
|Nylife Securities LLC||Sandy, UT||Oct 2013 - Mar 2019||5|
|Guardian Life Ins||Murray, UT||Feb 2008 - Aug 2013||5|
|Park Avenue Securities LLC||Murray, UT||Feb 2008 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1992|
Total Assets Under Management2,950MILLIONS
Total Number of Accounts33,000ACCOUNTS
Average Account Value$89,394
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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