CA
Christopher K. Allyn
BROOKSTONE WEALTH ADVISORS
Fayetteville, GA 30214
Some features on this profile are disabled
CRD#: 6102227
CA
Professional summary
Christopher Kyle Allyn, who also goes by Kyle Allyn, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Fayetteville, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Allyn
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.
HOFFMAN FINANCIAL GROUP; INVESTMENT RELATED; 10000 AVALON BOULEVARD, SUITE 760, ALPHARETTA, GA 30009; INSURANCE AND INVESTMENT ADVISORY; REGISTERED REP; STARTED 05/2014; 240 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE INSURANCE ANALYSIS/ PRODUCT SALES AND INVESTMENT ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Kyle Allyn's 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®
NoneExperience
Current
July 12, 2018 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 320 West Lanier Ave Suite 150, Fayetteville, GA 30214Office #2: 3235 Satelite Blvd Building 400, Suite 300, Duluth, GA 30096Office #3: 1775 Parker Rd Se Building C, Suite 210, Conyers, GA 30094Office #4: 10000 Avalon Boulevard Suite 760, Alpharetta, GA 30009Office #5: 5 Concourse Parkway Suite 2000, Atlanta, GA 30328Office #6: 3550 George Busbee Pkwy Suite 450, Kennesaw, GA 30144RIA
CRD#: 137658
Fayetteville, GA
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".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
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
Georgia(7/12/2018)
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
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
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.
Company Information
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658Fayetteville, GA 30214TRUST BUT VERIFY
Monitor Christopher Allyn
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
