Southern Pines, NC Office

Team
Updated today

Client AUM

$12,662,629,748

Clients

54,810

Advisors

2

Of 330 advisors across 206 offices

Location

400 NW Broad St

Southern Pines NC 28387

Advisors at this office

2

Advisors at this office

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Dwight M

Series 65

Southern Pines, NC

Brookstone Capital Management LLC

Dwight Mejan is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and five years of industry experience. He previously worked at 360 Capital Management for 14 years before joining Brookstone in 2020. Outside of investment advising, he has been involved in insurance sales since 1994 and is currently training a successor to take over that business. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as 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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Mitchell K

Series 65

Southern Pines, NC

Brookstone Capital Management LLC

Mitchell Keiser is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Southern Pines, NC, and has three years of industry experience. He previously worked at 360 Capital Management, where he served as a wealth management associate and as director of operations. Outside of his advisory role, Keiser is involved with insurance advising and business operations. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm uses a range of investment strategies, including strategic and dynamic asset allocation models and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, while serving both direct clients and other advisory programs.

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
View complete list of advisors at this office
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