Annabeth Wilkes (CRD# 7135988) is an Investment Advisor Representative working at Cornerstone Wealth in Charlotte, NC and has over 4 years of experience in the finance industry. Annabeth Wilkes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Securities, Inc. | Camarillo, CA | Apr 2021 - Current | 3 |
Cornertone Wealth Group, Llc. Dba Cornerstone Wealth | Charlotte, NC | Apr 2021 - Current | 3 |
The Vanguard Group, Inc. | Charlotte, NC | Jul 2019 - Mar 2021 | 1 |
Burkett Financial Services | Rock Hill, SC | Sep 2018 - May 2019 | < 1 |
Winthrop University | Rock Hill, SC | Aug 2015 - May 2019 | 3 |
Winthrop University Residence Life Office | Rock Hill, SC | Jan 2017 - Apr 2018 | 1 |
Winthrop University Office Of The First Year Experience | Rock Hill, SC | Aug 2017 - Nov 2017 | < 1 |
Winthrop University Office Of The First Year Experience | Rock Hill, SC | Aug 2016 - Nov 2016 | < 1 |
Maple Street Monograms | Rock Hill, SC | Sep 2015 - Sep 2016 | 1 |
Buford High School | Lancaster, SC | Aug 2012 - May 2015 | 2 |
Pizza Inn | Lancaster, SC | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2019 |
- NC
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Total Assets Under Management1,293MILLIONS
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Total Number of Accounts2,093ACCOUNTS
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Average Account Value$617,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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