The Brookstone Philosophy
Dean highlights the Brookstone investment philosophy for both clients and advisors
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Read our brochure to learn more about the RAISE investment philosophy.PRIZM FINANCIAL ADVISORS
1745 South Naperville Road Suite 200 Wheaton, IL 60189
Phone: 630-665-4848 Email: info@prizm-financial.com
Copyright © 2016 Prizm Financial Advisors. All Rights Reserved.
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Securities offered through Center Street Securities, Inc., a registered broker-dealer, Member FINRA/SIPC, 2740 Old Elm Hill Pike, Suite 201, Nashville, TN 37214, (888) 690-3580.
Please be advised that presently, Mark Perkins holds Series 7, 63 & 65 in IL and Andrew Andersen holds Series 7 and 66 licenses in IL. For residents of other states in which registration is not held, proper licenses and registrations must be obtained from Mark Perkins or Andrew Andersen before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Investment Advisory Services offered through Brookstone Capital Management, an SEC Registered Investment Advisor. Prizm Financial Advisors, Inc., Brookstone Capital Management and Center Street Securities are independent companies.