Join Us as a BCM Advisor
By becoming an Investment Advisor Representative with Brookstone Capital Management, we think we can help you grow your practice and increase your production through our turn-key platform.
Steps to Becoming a BCM Advisor
At Brookstone Capital Management, we strive to provide our Investment Advisor Representatives superior customer service from the very beginning and walk you step-by-step through the process of joining us.
Getting your license
Contact our registration specialist. They will give you information about earning your Series 65, Series 7 and 66 licenses, or have a state approved professional designation, we can start your registration paperwork immediately.
Registration Paper Work
Our compliance department will walk you through all of the necessary forms needed to get registered as an Investment Advisor Representative.
Once all paperwork is approved, you are required to pay a registration fee.
We will set up your BCM archiving email account, get you set up on our performance reporting technology and provide you with a login to our advisor resource center.
Once approved, training will be initiated by our On-Boarding Team, which facilitates the distribution of your advisor Welcome Kit, enrolls you to receive important communications, registers you with access to our exclusive Advisor Software Tools, and provides one-on-one training on all resources encompassing education, marketing and practice management support to all advisors.
Our Compliance Department will train you on what you need to know about firm policies and procedures.
Positioning Advisors for Success Series (PASS) training is a dynamic, multi-level seminar training program designed to walk you through all aspects of how to utilize the entire universe of BCM investment vehicles, how to handle the second appointment and make the close, effective marketing practices and many other other tools.