Allan Parlier
Allan Parlier is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Cape Coral, FL, with 21 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
Cape Coral, FL
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Regulatory History (1)
Judgment / Lien
October 2023Other Business ActivitiesSells Insurance
Allan is an agent for Kingdom Insurance and Forward Strategies, marketing and selling health and life insurance products, including whole life, UL, IUL, and MYGA. These activities take about a quarter and about half of Allan's time, respectively.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Questar Capital CorporationBroker
Questar Capital CorporationBroker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Wachovia Securities, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.