Nabil Andeshmand (CRD# 6519350) is an Investment Advisor Representative working at Cornerstone Wealth Advisors, Inc. in Dublin, CA and has 1 year of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | Carlsbad, CA | Nov 2022 - Current | 1 |
| Prestige Accounting Solutions, Inc. | Dublin, CA | Jun 2010 - Current | 13 |
- CA
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$281,429
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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