David HoshourCRD Number: 1315143
Current Firm: Cornerstone Investment Services, Inc.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Cornerstone Investment Services||Matthews, NC||Jan 1995 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||Feb 1993|
Total Assets Under Management29MILLIONS
Total Number of Accounts140ACCOUNTS
Average Account Value$205,858
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NC, SC, WY
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