Yolanda Lynn Smids

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

• 08/2018 → Present
  Retirement Wealth Advisors
  Beaumont, TX
• 05/2011 → Present
  Security & Wealth Management, Llc
  Beaumont, TX

Other Businesses

(1) SECURITY & WEALTH MANAGEMENT INC.; INVESTMENT RELATED; 7977 GLADYS AVENUE, BEAUMONT, TX 77706; INSURANCE AND INVESTMENT ADVISORY; ADMINISTRATOR AND SECRETARY; STARTED 05/2011; 120 HOURS DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROCESS PAPERWORK, ASSIST CLIENTS, OFFER INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. (2) PHYSICIANS MUTUAL INSURANCE COMPANY; INVESTMENT RELATED; 87 IH 10 NORTH, SUITE 101, BEAUMONT, TX 77707; INSURANCE AND ANNUITY SERVICES; INSURANCE AGENT; STARTED 08/2001; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFERED INSURANCE SERVICES. I only receive monthly renewal commission checks from the business that was sold under my name.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-28