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Keith Brian Lavender

Brookstone Wealth Advisors, LLC

Canton, GA

CRD 6379835

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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:

Current Employers
Brookstone Wealth Advisors, Llc

1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-09-03
  • GA RA
    APPROVED
    Since 2014-09-03

Branch Locations

3395 Sixes Road Suite 2405, Canton, GA 30114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Wealth Advisors, Inc. Kennesaw GA 08/2014 Present
Impact Partnership Kennesaw GA 12/2013 04/2018
Formulafolio Investments, Inc. Canton GA 04/2018 Present
  • 08/2014 → Present
    Retirement Wealth Advisors, Inc.
    Kennesaw, GA
  • 12/2013 → 04/2018
    Impact Partnership
    Kennesaw, GA
  • 04/2018 → Present
    Formulafolio Investments, Inc.
    Canton, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-06
  • S65 Uniform Investment Adviser Law Examination
    2014-06-06

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Nearby Investors

Kellee Turcotte Lee
Lester Allen Bourne
Michael Harper

Nearby Offices

EDWARD JONES · Canton, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Canton, GA
LPL FINANCIAL LLC · CANTON, GA

More in Canton, GA

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