Rachel Hobbs (CRD# 6527012) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Joplin, MO and has 1 year of experience in the finance industry.
CRD# 4119891
Edward Jones
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Management, LLC | St. Peters, MO | Mar 2024 - Current | < 1 |
| Lpl Financial LLC | Joplin, MO | Sep 2021 - Current | 2 |
| Raudenbush Financial Services LLC | Joplin, MO | Jun 2015 - Sep 2021 | 6 |
| Social Btb | Joplin, MO | Sep 2018 - Feb 2020 | 1 |
| The Dining Car | Joplin, MO | Oct 2014 - Nov 2015 | 1 |
| Cheap Seats | Joplin, MO | Feb 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- MO
-
Total Assets Under Management3,295MILLIONS
-
Total Number of Accounts16,986ACCOUNTS
-
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
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 derived from SEC.gov data covering 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.
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.