Katherine Gilbert, financial advisor Huntersville NC
96 score

Katherine Gilbert

CRD Number: 5596909
Current Firm: Cornerstone Wealth

Katherine Gilbert (CRD# 5596909) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 years of experience in the finance industry. Katherine Gilbert 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.

Similar Advisors
Tony Montanari, financial advisor Huntersville NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Score
104
Similar Advisors
Robert Higgins, financial advisor Huntersville NC
Robert D. Higgins
CRD# 2500734
Dalton Financial LLC
Score
103
Similar Advisors
Luther Lockwood II, financial advisor Huntersville NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Lpl Financial Cornelius, NC May 2012 - Current 4
Cornerstone Wealth Huntersville, NC May 2012 - Current 4
Nfp Securities, Inc. Charlotte, NC Nov 2010 - May 2012 1
Nrp Financial, Inc. Bryan, OH Aug 2008 - Nov 2010 2
Vining Sparks Charlotte, NC May 2004 - Aug 2008 4
North Carolina State University Raleigh, NC Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Katherine C. Gilbert
Phone Number: 704-987-3410
Firm Website: http://www.cfpwealth.com
Registered State(s):
  • CA
  • SC
  • NC
By the Numbers
  • Total Assets Under Management
    613
    MILLIONS
  • Total Number of Accounts
    3,562
    ACCOUNTS
  • Average Account Value
    $171,956
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, GA, IN, LA, NC, NJ, NY, PA, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Katherine Gilbert and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.