AP

Allan Curtis Parlier

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$200 - $5,000
Hourly Rate:Up to $350/hr

BWA's fees are based on a percentage of assets under management through the BCM Platform or wrap-fee program, not exceeding 2.5% annually. Financial planning is offered at an hourly rate of up to $350 or a fixed fee ranging from $200 to $5,000, depending on complexity. All financial planning fees are negotiable. A minimum account size of $25,000 is generally required for asset management, but it can be waived.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance Planning
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Advisor Information

Office location

Cape Coral, FL

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Regulatory History (1)
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Judgment / Lien
October 2023
Other Business ActivitiesSells Insurance

Allan is an agent for Kingdom Insurance and Forward Strategies, marketing and selling health and life insurance products, including whole life, UL, IUL, and MYGA. These activities take about a quarter and about half of Allan's time, respectively.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Lincoln Investment
September 2020 - March 2022 · 1 yr 6 mos
Capital Analysts
December 2019 - March 2022 · 2 yrs 3 mos
Lincoln Investment Broker
February 2019 - March 2022 · 3 yrs 1 mo
Questar Capital CorporationBroker
July 2016 - February 2019 · 2 yrs 7 mos
Questar Capital CorporationBroker
April 2015 - April 2015 · 0 mos
Proequities, INC.Broker
May 2010 - July 2016 · 6 yrs 2 mos
Uvest Financial Services Group, INC.Broker
November 2006 - May 2010 · 3 yrs 6 mos
Metlife Securities INC.Broker
May 2005 - September 2005 · 4 mos
Metropolitan Life Insurance CompanyBroker
May 2005 - September 2005 · 4 mos
Wachovia Securities, LLC Broker
February 2003 - September 2004 · 1 yr 7 mos
Metlife Securities INC.Broker
December 1999 - April 2000 · 4 mos
Metropolitan Life Insurance CompanyBroker
December 1999 - April 2000 · 4 mos
State Registrations3 states
DEFLMD
Advisor
Exams
No exam information available for this advisor.
Allan Curtis Parlier - Financial Advisor | AdvisorDiscover