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Douglas Gignac

Advisor at Brookstone Wealth Advisors, LLC

Updated today

Location

Palm Harbor, FL

Credentials

Series 65

Industry experience

7 years

About

Douglas Gignac is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 credential and seven years of industry experience. He has previously worked at Retirement Wealth Advisors, Inc. and Wealth Watch Advisors, and he is also the owner of DRG Accounting, Inc., which provides accounting and tax preparation services. Additionally, Gignac serves as CFO of BDK Health, a home health services company. Brookstone Wealth Advisors operates within a family of affiliated firms providing investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional or pooled clients. The firm employs a mix of active and passive strategies delivered via model portfolios and offers financial planning and implementation services including insurance and annuity solutions.

Client services

Based on Brookstone Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookstone Wealth Advisors, LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Occupation focus

Based on Brookstone Wealth Advisors, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $5,000 or more

Commissions

Commission-based compensation for insurance and annuity products sold by some associated persons

Project-based

Up to $350 per hour for financial planning services

Other

Account minimum: $25,000 Minimum fee: Up to $500 annually for ERISA plans, either as fixed fee or not to exceed 1.0% of plan assets annually Fee-only: Hourly fees up to $350/hour billed in six-minute increments; Fixed fees ranging from $200 to $5,000 or more for financial planning

Location

Palm Harbor, FL

Most active in

Florida

Work history

Retirement Wealth Advisors, Inc.

2019 - Present (7 years)

Wealth Watch Advisors

2018 - 2019 (1 year)

Horizon Wealth and Retirement Solutions

2015 - Present (11 years)

DRG Accounting

2000 - Present (26 years)

BDK Health

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65, Series 66

Odessa, FL

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Tax-loss harvesting
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Series 65

Dunedin, FL

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Active portfolio management Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Founder/Business Owner
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Series 63, Series 65

Safety Harbor, FL

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Roshan S

PFS™

Palm Harbor, FL

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Active portfolio management Options & derivatives strategies
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