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David L
Series 63, Series 65
Allen, TX
Brookstone Capital Management LLC
David Lo is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Gold Coast Securities, Inc. and New England Securities. Outside of his advisory role, he operates under the DBA Dave Lowe Financial Services and is involved in selling fixed and indexed life insurance products, annuities, and limited long-term care, disability, and health insurance through a semi-captive arrangement with Turtle Creek Financial Group. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management via a turnkey asset management platform and employs strategic and dynamic asset-allocation models that incorporate ETFs, mutual funds, individual securities, options strategies, and proprietary funds.
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