Alexis Nicole Vasquez

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 04/2017
  Unemployed
  Woodland Hills, CA
• 04/2017 → 04/2019
  Horter Investment Management
  Cincinnati, OH
• 09/2017 → 02/2019
  Generations Wealth Advisors Llc
  Woodland Hills, CA
• 04/2019 → Present
  Retirement Wealth Advisors
  Woodland Hills, CA

Previous Registrations

• 2017-05-05 → 2019-04-05
  Horter Investment Management, Llc
  Woodland Hills, CA
  Cincinnati, OH
  Woodland Hills, CA
• 2015-09-25 → 2016-03-04
  Planmember Securities Corporation
  Agoura Hills, CA
  Vail, AZ
  Vail, AZ
  Carpinteria, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-04-30

Other Names

• Alexis Lizarraga