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Alan Brookshire - Asheville, NC
Alan Brookshire
Executive Director - Investments
200 College Street
4th Floor
Asheville, NC 28801
Tel:  (828) 225-3118
Fax:  (828) 257-2968


Alan Brookshire is licensed in the following state(s)*:
AK, AL, AZ, CA, FL, GA, ID, KY, MA, MI, NC, NJ, NM, NY, OR, PA, SC, TN, TX, WA
My primary role as an Oppenheimer & Co. Inc. Financial Advisor is to build a professional relationship with you by listening to your concerns and crafting investment strategies designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time, as your life evolves and the financial markets change. In creating this strategy, I draw upon the resources of an investment boutique with a tradition dating from the early nineteenth century. At the heart of that tradition and of my own business are integrity, hard work and personal service. Feel free to contact me so that we may speak about your financial future and the opportunities I might be able to provide.



Report as of 08/30/2010

 

Oppenheimer Products & Services
• 401(k) Plans • Hedging and Monetization
• 529 Plans • Institutional Investment Consulting Services3
• Cash Management • Insurance and Annuities
• Equity and Fixed Income Strategies • Mutual Funds
• Estate and Succession Planning Strategies • Professional Money Management
• Exchange Traded Funds • Retirement Planning Services
• Financial Planning Services • Trust Services2
• Fund of Hedge Funds1 • Wealth Management Services

If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.

Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

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