Charles Randolph Lee
Investment adviser representative at Brookstone Wealth Advisors, LLC
18 yearsExperience
4 statesRegistered in
ChFC®, CFP® certificationDesignations
$0Firm assets
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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
18 years in the industry.
- Brookstone Wealth Advisors, LLCMay 2024 to now
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services, Inc.Mar 2019 to now
- Lee Wealth Management LLCMar 2015 to now
- Questar Asset ManagementMar 2008 to Mar 2019
- Questar Capital CorporationMar 2008 to Mar 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, SC, 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
- 2988647
- Firm CRD
- 137658