Dean West (CRD# 1237469) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Harrisburg, IL and has over 32 years of experience in the finance industry.
CRD# 6593282
Edward Jones
CRD# 6435912
Edward Jones
CRD# 2903882
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Management, LLC | Harrisburg, IL | Dec 2015 - Current | 8 |
| Lpl Financial, LLC | Harrisburg, IL | Apr 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
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- IL
- TX
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Total Assets Under Management3,295MILLIONS
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Total Number of Accounts16,986ACCOUNTS
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Average Account Value$193,988
- 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)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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