Michael Mark Mcgregor
Investment adviser representative at Brookstone Wealth Advisors, LLC
19 yearsExperience
3 statesRegistered in
$0Firm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Brookstone Wealth Advisors, LLCMar 2019 to now
- Retirement Wealth Advisors, Inc.Mar 2019 to now
- American Financial Education Alliance (afea)Aug 2018 to now
- Mcgregor Tax AdvisoryFeb 2009 to now
- Mcgregor Wealth ManagementFeb 2007 to now
- Prosperity Capital AdvisorsJun 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2263066
- Firm CRD
- 137658