CD
Cheryl L. Daugherty
BROOKSTONE WEALTH ADVISORS
Evansville, IN 47712
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CRD#: 6820178
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Professional summary
Cheryl Lavonne Daugherty, who also goes by Cheryl L Market, Cheryl L Stocker, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Evansville, Indiana.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cheryl has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cheryl L Market | Cheryl L Stocker
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.
CENTENNIAL WEALTH SERVICES LLC; INVESTMENT RELATED; 401 N. WEINBACH AVENUE, STE. D, EVANSVILLE IN 47711; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 09/2013; 230/HOURS MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS.
THE EAGLE TEAM FINANCIAL PROS; INVESTMENT RELATED; 563 BIELENBURG PARKWAY, WOODBURY MN 55125; INSURANCE; INSURANCE AGENT; STARTED 02/2014; 115 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.
LEGACYLOCK; NON INVESTMENT RELATED; 401 N. WEINBACH AVE., STE. D, EVANSVILLE, IN 47711; ESTATE PLANNING; ADMINISTRATOR; STARTED 05/2020; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDING ADMINISTRATOR SERVICES FOR ESTATE PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Lavonne Daugherty'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
September 13, 2019 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 2309 W. Franklin Street, Evansville, IN 47712RIA
CRD#: 137658
Evansville, IN
Past
June 19, 2017 - September 11, 2019
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Evansville, IN
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
Indiana(9/13/2019)
IAR
North Carolina(10/6/2021)
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
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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
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Company Information
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658Evansville, IN 47712TRUST BUT VERIFY
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