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Stacey Parnum

Investment adviser representative at Brookstone Wealth Advisors, LLC
33 yearsExperience
1 stateRegistered 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

33 years in the industry.

  1. Brookstone Wealth Advisors, LLCApr 2026 to now
  2. Parnum Financial ServicesDec 1993 to now
  3. Brookwood Investment GroupMay 2025 to Apr 2026
  4. Redwood Private Wealth LLCMar 2022 to May 2025
  5. Redwood Tax SpecialitsJan 2021 to Mar 2022
  6. Valley Homes and Estates, Inc.Jul 2018 to Jun 2020
  7. Planmember Securities CorporationOct 2013 to Mar 2022
  8. Stacey Parnum (self Employed)Apr 1998 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
2941087
Firm CRD
137658
Advisor's SEC record (opens in a new tab)
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