Reginald L. Bridges

BROOKSTONE WEALTH ADVISORS

Lubbock, TX 79423

Some features on this profile are disabled

CRD#: 1957400

Professional summary

Reginald Lowell Bridges, who also goes by Lowell Bridges, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Lubbock, Texas.

Reginald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Reginald has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lowell Bridges

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Agent with Forward Strategies Insurance Brokerage, LLC. Investment related. 12/2019 - Pres. Sell Life Insurance and Fixed Indexed Annuities. 80 to 120 hours per month. 4 to 8 hours per day during securities trading. Insurance Agent with Senior Benefits Solutions of West Texas. Non-Investment related. 07/2022 - Pres. Sell Medicare Supplements and Advantage Plans. 20 to 40 hours per month. 1 to 2 hours per day during securities trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reginald Lowell Bridges's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 2, 2024 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 2034 82nd St. Suite 101, Lubbock, TX 79423

RIA

CRD#: 137658

Lubbock, TX

Past

January 11, 2019 - October 24, 2019

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

LUBBOCK, TX

Past

October 17, 2014 - December 11, 2018

EAGLE FINANCIAL ADVISORS, LLC

RIA

CRD#: 167696

LUBBOCK, TX

Past

October 16, 2001 - April 25, 2003

WADDELL & REED

RIA

CRD#: 866

LUBBOCK, TX

Past

July 17, 2001 - April 25, 2003

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

February 25, 1999 - August 29, 2001

RUSHMORE SECURITIES CORPORATION

CRD#: 8392

DALLAS, TX

Past

May 28, 1998 - November 10, 1998

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

January 24, 1994 - June 12, 1998

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

January 3, 1992 - January 29, 1994

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

September 4, 1990 - August 8, 1991

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

September 22, 1989 - July 9, 1990

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/9/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/15/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/21/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/20/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/21/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Mailing Address

Phone number

(630) 653-1400

Established

Firm type

Fiscal year end

# of Employees

244

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Tricia Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL

Jerome Bosch

RBC CAPITAL MARKETS, LLC

IAR

Seattle, WA

Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Reginald L. Bridges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reginald Lowell Bridges's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

EAGLE FINANCIAL ADVISORS, LLC

WADDELL & REED

WADDELL & REED

RUSHMORE SECURITIES CORPORATION

INVESTMENT CENTERS OF AMERICA, INC.

WELLS FARGO BROKERAGE SERVICES, L.L.C.

ARAGON FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

METLIFE INVESTORS DISTRIBUTION COMPANY

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2024

Series 66

Date: 10/15/2001

Series 63

Date: 9/21/1989

Series 7

Date: 1/20/1994

Series 6

Date: 9/21/1989

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors