AV
AV

Alexis Nicole Vasquez

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning
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
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Location

1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Horter Investment Management, LLC
May 2017 - April 2019 · 1 yr 11 mos
Planmember Securities Corporation
September 2015 - March 2016 · 6 mos
Planmember Securities CorporationBroker
June 2015 - March 2016 · 9 mos
Transamerica Financial Advisors, INCBroker
October 2012 - March 2014 · 1 yr 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.