Allan Curtis Parlier

Brookstone Wealth Advisors, LLC

21 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning

Brookstone Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

230 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:$25K

Location

Cape Coral, FL

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

October 2023

View Full SEC Report How to Read Disclosures

Other 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

March 2022 - Present · 3 yrs 11 mos

Previous Registrations

Lincoln Investment

September 2020 - March 2022 · 1 yr 6 mos

Capital Analysts

December 2019 - March 2022 · 2 yrs 3 mos

Lincoln InvestmentBroker

February 2019 - March 2022 · 3 yrs 1 mo

Questar Capital CorporationBroker

July 2016 - February 2019 · 2 yrs 7 mos

Questar Capital CorporationBroker

April 2015 - April 2015 · 0 mos

Proequities, INC.Broker

May 2010 - July 2016 · 6 yrs 2 mos

Uvest Financial Services Group, INC.Broker

November 2006 - May 2010 · 3 yrs 6 mos

Metlife Securities INC.Broker

May 2005 - September 2005 · 4 mos

Metropolitan Life Insurance CompanyBroker

May 2005 - September 2005 · 4 mos

Wachovia Securities, LLCBroker

February 2003 - September 2004 · 1 yr 7 mos

Metlife Securities INC.Broker

December 1999 - April 2000 · 4 mos

Metropolitan Life Insurance CompanyBroker

December 1999 - April 2000 · 4 mos

State Registrations3 states

DEFLMD

Advisor

Exams

No exam information available for this advisor.