DG
Douglas Gignac
BROOKSTONE WEALTH ADVISORS
Palm Harbor, FL
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CRD#: 7035840
DG
Professional summary
Douglas Gignac is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Palm Harbor, Florida.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Douglas has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
HORIZON WEALTH & RETIREMENT SOLUTIONS, INC.; INVESTMENT RELATED; 2427 BAYWOOD DRIVE WEST, DUNEDIN, FL 34698; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 11/2015; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY AND INSURANCE.
DRG ACCOUNTING, INC.; NON INVESTMENT RELATED; 2427 BAYWOOD DRIVE WEST, DUNEDIN, FL 34698; ACCOUNTING; OWNER; STARTED 01/2000; 40 HOURS/MONTH DEVOTED; 20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ACCOUNTING AND TAX PREPARATION SERVICES.
BDK HEALTH; NON INVESTMENT RELATED; 2427 BAYWOOD DRIVE WEST, DUNEDIN, FL 34698; HOME HEALTH SERVICES; CFO; STARTED 07/1995; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ACCOUNTING, PAYROLL AND TAX SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Gignac'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
October 3, 2019 - Present
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Palm Harbor, FL
Past
October 26, 2018 - September 24, 2019
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Winter Springs, FL
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
Florida(10/3/2019)
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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