David Walter Wilcox
Investment Adviser Representative at Brookstone Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Walter Wilcox is an investment adviser representative with Brookstone Capital Management LLC in Palm Beach Gardens, FL, where they have been registered since 2010. They have worked in the securities industry since 1989 and have been registered with 11 firms, including Center Street Securities, Inc. and Madison Avenue Securities, Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Prosperity Financial Solutions LLCJan 2003 – no end date reportedPalm Bch Gardens, FL
- David Wilcox FinancialApr 2002 – no end date reportedPalm Bch Gardens, FL
- Center Street SecuritiesNov 2009 – no end date reportedNashville, TN
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brookstone Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Integrated advisor technology portal, turnkey and open-architecture investment solutions (including CFA-designed RAISE core models), comprehensive advisor training programs (including the PASS series and Inspire National Conference), turnkey marketing solutions (including digital hybrid marketing and Facebook ad campaigns), financial planning support, and back-office management.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 338
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Wheaton, IL
- SEC file number:
- 801-68010
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Brookstone Capital Management LLC
Showing 12 of 338 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Walter Wilcox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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