Jeffrey Carbone (CRD# 2104647) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 32 years of experience in the finance industry. Jeffrey Carbone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | Huntersville, NC | Jan 2018 - Current | 6 |
| Mutual Securities, Inc. | Camarillo, CA | Nov 2017 - Current | 6 |
| Cornerstone Financial Realty | Cornelius, NC | Aug 2007 - Current | 16 |
| Jeffrey A. Carbone | Cornelius, NC | Aug 2007 - Current | 16 |
| Davidson's Edge, LLC | Davidson, NC | Jul 2006 - Current | 17 |
| Cornerstone Financial Partners | Cornelius, NC | Nov 1991 - Current | 32 |
| Cornerstone Financial Partners Llc (cornerstone Wealth) | Huntersville, NC | Jul 2011 - Dec 2017 | 6 |
| Lpl Financial, LLC | Huntersville, NC | Jul 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
- LA
- NC
- TX
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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)
- Other
- 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, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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