Peter Conway (CRD# 2098646) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Buffalo Grove, IL and has over 24 years of experience in the finance industry.
CRD# 4392356
Raymond James Financial Services Advisors, Inc.
CRD# 6810774
Avantax Planning Partners, Inc.
CRD# 2990805
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | Jun 2017 - Current | 6 |
| Conway Tax Advisors | Buffalo Grove, IL | Dec 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- IL
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Total Assets Under Management8,843MILLIONS
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Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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