Professional Affiliations
BROOKSTONE CAPITAL MANAGEMENT
Brookstone Capital Management is a Registered Investment Advisor. They act as an umbrella company by which all associates of B&B Wealth Advisors, LLC maintain and manage our licensure as Investment Advisor Representatives. They also provide the platform and support services we use to service client accounts. Information about this company is available at www.brookstonecm.com.
CHARLES SCHWAB & CO., INC.
Charles Schwab & Co., Inc. is an asset management platform used by B&B Wealth Advisors, LLC to manage client assets/investments. Information about this company is available at www.schwab.com.
FIDELITY BROKERAGE SERVICES, LLC
Fidelity Brokerage Services, LLC is an asset management platform used by B&B Wealth Advisors, LLC to manage client assets/investments. Information about this company is available at www.fidelity.com.
PROFEDS
ProFeds is a private company on the GSA schedule that provides education and training to associates of B&B Wealth Advisors, LLC to ensure our employees maintain a deep understanding of federal benefits and how they work in retirement. ProFeds also provides guest speakers for seminars hosted by B&B Wealth Advisors, LLC to educate federal employees about their benefits. Information about this company is available at www.fedimpact.com.
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