Carlisle Mott (CRD# 5295835) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Leonard, TX and has over 16 years of experience in the finance industry.
CRD# 4140477
Edward Jones
CRD# 5419686
J.p. Morgan Securities LLC
CRD# 4403668
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Management, LLC | Leonard, TX | Mar 2015 - Current | 9 |
| Lpl Financial LLC | Leonard, TX | Sep 2012 - Current | 11 |
| 360 Wealth Management LLC | Leonard, TX | Oct 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- TX
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Total Assets Under Management3,295MILLIONS
-
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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