Alexis Nicole Vasquez
Investment adviser representative at Brookstone Wealth Advisors, LLC
10 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
10 years in the industry.
- Brookstone Wealth Advisors, LLCApr 2019 to now
- Retirement Wealth AdvisorsApr 2019 to now
- Generations Wealth Advisors LLCSep 2017 to Feb 2019
- Horter Investment ManagementApr 2017 to Apr 2019
- UnemployedMar 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6108346
- Firm CRD
- 137658