Brad Jeffery Playford
Investment adviser representative at Brookstone Wealth Advisors, LLC
18 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$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, LLCApr 2026 to now
- Copperleaf Capital, LLCJul 2024 to now
- Top Shelf BartendersFeb 2012 to Jan 2017
- Az Poker Tables, LLCApr 2008 to Jan 2017
- The Playford GroupApr 2008 to Jan 2017
- The Vanguard Group, Inc.Mar 2008 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, NC, SC, TX, WV).
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
- 5501055
- Firm CRD
- 137658