David Rainey (CRD# 4152553) is an Investment Advisor Representative working at Cornerstone Wealth in Davidson, NC and has over 9 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | Huntersville, NC | Jan 2018 - Current | 6 |
| Self-employed | Cornelius, NC | Jan 2015 - Current | 9 |
| Cornerstone Financial Advisors | Cornelius, NC | Mar 2015 - Dec 2017 | 2 |
| Southern Farm Bureau Fund Distributor, Inc. | Farmville, NC | Nov 1999 - Dec 2014 | 15 |
| North Carolina Farm Bureau Mutual Insurance Company | Farmville, NC | Apr 1999 - Dec 2014 | 15 |
| Southern Farm Bureau Life Insurance Company | Farmville, NC | Apr 1999 - Dec 2014 | 15 |
| Southern Farm Bureau Casualty Insurance Company | Farmville, NC | Apr 1999 - Dec 2014 | 15 |
| North Carolina Farm Bureau Agency | Farmville, NC | Apr 1999 - Dec 2014 | 15 |
| Farm Bureau Insurance Company, Inc. | Farmville, NC | Apr 1999 - Dec 2014 | 15 |
| North Carolina Blue Cross Blue Shield | Farmville, NC | Apr 1999 - Dec 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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)
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- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
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