Advisor at Brookstone Wealth Advisors, LLC
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Firm
Brookstone Wealth Advisors, LLC
Location
El Segundo, CA 90245
Credentials
Series 63, Series 66
Industry experience
22 years
Steven Floyd is a financial advisor at Brookstone Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including The Retirement Income Group LLC and Retirement Wealth Advisors. In addition to his advisory role, he owns and operates STEVEN L. FLOYD, Inc., providing annuities, insurance sales, and tax planning services. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm uses a combination of active and passive strategies within a structured investment platform, managing accounts on a discretionary basis and offering complementary financial planning and implementation services.
Based on Brookstone Wealth Advisors, LLC
Based on Brookstone Wealth Advisors, LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more
Commission-based compensation for insurance and annuity products sold by some associated persons
Up to $350 per hour for financial planning services
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
400 Continental Blvd, 6th Fl
El Segundo, CA 90245
California · Louisiana · North Carolina · Texas
Brookstone Wealth Advisors
2022 - Present (4 years)
The Retirement Income Group Llc
2020 - Present (6 years)
Retirement Wealth Advisors
2018 - 2020 (2 years)
Focus 1 Advisors
2018 - 2018 (1 year)
Focus 1 Advisors
2013 - 2017 (4 years)
STEVEN L. FLOYD, INC. aka Steven Floyd
2009 - Present (17 years)
Floyd Financial Services
1997 - 2019 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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