Snellville, GA Office

Team
Updated today

Client AUM

$12,662,629,748

Clients

54,810

Advisors

3

Of 330 advisors across 206 offices

Location

2795 Main St W, Bldg 23

Snellville GA 30078

Advisors at this office

3

Advisors at this office

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Daniel C

Series 65

Snellville, GA

Brookstone Capital Management LLC

Daniel Crews is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Crews is also involved in his family’s business, Reed Financial Group, where he assists with client services, prospecting, and business operations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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April C

Series 65

Snellville, GA

Brookstone Capital Management LLC

April Crews is a Series 65-licensed advisor with 16 years of industry experience. She has worked at Brookstone Capital Management since 2018 and concurrently serves as CEO of Reed Financial Group, where she provides life insurance, long-term care insurance, and fixed indexed annuity advice and sales. Prior to Brookstone, she was with Precision Capital Management from 2015 to 2019. Brookstone Capital Management is an SEC-registered firm offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management via model portfolios and separately managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Rebecca P

Series 65

Snellville, GA

Brookstone Capital Management LLC

Rebecca Pryor is a financial advisor at Brookstone Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Reed Financial Group and Ameriprise. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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