Adam Feeney, financial advisor Huntersville NC

Adam Feeney

CRD Number: 6636835
Current Firm: Cornerstone Wealth

Adam Feeney (CRD# 6636835) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Dunedin, FL Oct 2020 - Current 1
Unemployed Columbia, SC Mar 2020 - Sep 2020 < 1
Raymond James Financial Services, Inc. Columbia, SC Feb 2020 - Feb 2020 < 1
Lpl Financial LLC Lexington, SC Jan 2019 - Jan 2020 1
Level Four Advisory Services Lexington, SC Jan 2019 - Jan 2020 1
Berry Financial Group Lexington, SC Jan 2019 - Jan 2020 1
Cary Stamp & Company Jupiter, FL Feb 2018 - Nov 2018 < 1
Commonwealth Financial Network New York, NY Feb 2018 - Nov 2018 < 1
Unemployed Columbia, SC Sep 2017 - Jan 2018 < 1
Lpl Financial LLC Columbia, SC Jun 2017 - Aug 2017 < 1
Gwn Securities Inc. Palm Beach Gardens, FL Mar 2017 - Jun 2017 < 1
Unemployed Columbia, SC Nov 2016 - Feb 2017 < 1
The Lifewealth Group Orlando, FL Dec 2015 - Oct 2016 < 1
G.f. Investment Services Orlando, FL Dec 2015 - Oct 2016 < 1
Unemployed Columbia, SC Sep 2014 - Nov 2015 1
Wells Fargo Bank Lexington, SC Oct 2012 - Aug 2014 1
Morgan Stanley Columbia, SC Jun 2012 - Sep 2012 < 1
University Of South Carolina Columbia, SC Aug 2009 - Aug 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Adam D. Feeney
Phone Number: 704-987-3410
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    1,066
    MILLIONS
  • Total Number of Accounts
    4,875
    ACCOUNTS
  • Average Account Value
    $218,741
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WY

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