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Inactive

Julie Rae Abrams

Brookstone Capital Management LLC

Wheaton, IL

Sandy, UT

Tampa, FL

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Current Employers
Brookstone Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-08-27
UT RA APPROVED 2020-08-25
  • FL RA
    APPROVED
    Since 2020-08-27
  • UT RA
    APPROVED
    Since 2020-08-25

Branch Locations

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

9980 South 300 West #200, Sandy, UT 84070 • United States

2202 N. Westshore Blvd. Suite 200, Tampa, FL 33607 • 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
Secure Investment Management Tucson AZ 03/2015 08/2019
Abrams Financial Group Sandy UT 01/2005 Present
J.D. Mellberg Financial, Llc Tucson AZ 06/2014 08/2019
Accurate Wealth Management, Llc Wesley Chapel FL 09/2019 05/2020
Brookstone Capital Management Wheaton IL 08/2020 Present
  • 03/2015 → 08/2019
    Secure Investment Management
    Tucson, AZ
  • 01/2005 → Present
    Abrams Financial Group
    Sandy, UT
  • 06/2014 → 08/2019
    J.D. Mellberg Financial, Llc
    Tucson, AZ
  • 09/2019 → 05/2020
    Accurate Wealth Management, Llc
    Wesley Chapel, FL
  • 08/2020 → Present
    Brookstone Capital Management
    Wheaton, IL
Previous Registrations
Other Businesses

Abrams Financial Group, President, owner, 9980 South 300 West Suite 200, Sandy, UT 84070. Insurance Sales 30 hours a week.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-17
S63 Uniform Securities Agent State Law Examination 2002-05-25
  • S66 Uniform Combined State Law Examination
    2014-09-17
  • S63 Uniform Securities Agent State Law Examination
    2002-05-25
Other Names
  • Julie Rae Frankel
  • Julie Rae Frankel
  • Julie R Abrams

View on SEC IAPD

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Julie Marie Cunningham
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Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL
EDWARD JONES · WHEATON, IL

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