Brookstone Securities, Inc
Brookstone is designed for its customer, YOU the broker! Brookstone was literally built to serve its advisors, brokers, and planners.
My name is Tony Turbeville and I am the President of Brookstone Securities, Inc. The only reason that has any importance at all, is because in the past I was a seven figure producer and I still run a personal book, although smaller. This means I understand your needs as a broker and I’ve designed Brookstone around those needs. That firsthand understanding is what’s important.
If you’ll take the time to call, I’ll be straightforward and real. I’ll tell you the truth, treat you with respect, and do my best to earn your business.
A few of the things Brookstone has put in place to meet your needs and desires as a broker are a real live person answering the phone; a person with a pleasant voice, happy to hear from you and genuinely interested in connecting you with the person who can fulfill your needs or resolve your concern. The connection will be to a person, not voicemail. This is not only Brookstone's philosophy, but our primary clearing firm, First Southwest Clearing's philosophy as well. No voicemail, just people helping people. After all, it is and always has been a people business. If you would like proof, call the office at
1-800-582-1934, 8-5 EST or First Southwest at 1-800-678-3792, 8-6:30 EST. We are also finatical about accurate, detailed, and timely commissions, available on the web. We provide paperless client files, fillable forms, Form merge at no charge. A reasonable compliance department dedicated to keeping you in compliance without stifling your creativity. Technology like Allbridge, LaserApp, Morningstar Workstation, Brokers Workstation and more. A transition team that actually does the work for you. An extensive list of Mutual Funds, Variable Annuities, TICs, REIT’s, Oil & Gas, Third Party Money Managers, Wrap Accounts, an RIA with flexible billing options, and on goes the list.
This is a competitive environment, and you need all of the technology, but more importantly you need a broker dealer that you and your clients can depend on. We are that broker dealer. We hope Brookstone Securities, Inc will be your final stop. Your business home and family so to speak.
While Brookstone may not be able to offer you the big name just yet, we can offer you all of the products and technology a big firm offers; and then some, PLUS, real service, access to decision makers, fast compliance turnaround, a friendly can do attitude and no extraneous fees.
If this sounds refreshing, give me a call, I’ll tell you straight up if Brookstone can fill your needs. If not, I’ll try to help direct you to a firm that can fill those needs.
I look forward to hearing from you.
Sincerely,
Tony Turbeville
800-582-1934 (o)
863-838-5802 (c)
tony@brookstonesecurities.com
| FIRM PRODUCT MIX |
| Mutual Fund |
15
% |
EIA |
0
% |
| Variable Annuity |
40
% |
Life Insurance |
0
% |
| Advisory / Fee based |
15
% |
IPO |
0
% |
| VUL |
0
% |
Municipal |
0
% |
| Equity |
15
% |
LP / DPP |
5
% |
| Fixed Income |
5
% |
REIT |
5
% |
| Fixed Annuity |
0
% |
|
|
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