Bill Dragolas (CRD# 2503996) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 27 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gt Securities, Inc. | Los Angeles, CA | Mar 2021 - Current | 3 |
| Cornerstone Asset Management Services, Inc. | Broadview Heights, OH | Aug 2018 - Current | 5 |
| Liberty Partners Financial Services | Mt. Pleasant, SC | Jul 2020 - Mar 2021 | < 1 |
| Citizens Securities, Inc. | Westlake, OH | Apr 2016 - Aug 2018 | 2 |
| Firstmerit Bank | Akron, OH | Oct 2015 - Apr 2016 | < 1 |
| Robert Morris Private Equity | Willoughby, OH | Mar 2015 - Oct 2015 | < 1 |
| Firstmerit Bank | Cleveland, OH | Oct 2014 - Mar 2015 | < 1 |
| Robert Morris Private Equity, LLC | Willoughby, OH | Apr 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management30MILLIONS
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Total Number of Accounts450ACCOUNTS
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Average Account Value$66,718
- A percentage of assets under your management
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