Brandon Davidson (CRD# 7638843) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has 1 year 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 |
|---|---|---|---|
| Cornerstone Wealth Management | Westlake, OH | May 2022 - Current | 1 |
| Ashland University | Ashland, OH | Aug 2018 - May 2022 | 3 |
| Whitaker-meyers Wealth Managers | Wooster, OH | Sep 2021 - Apr 2022 | < 1 |
| Valley Forge High School | Parma Heights, OH | Aug 2014 - May 2018 | 3 |
| Greenbriar Middle School | Parma, OH | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- OH
-
Total Assets Under Management421MILLIONS
-
Total Number of Accounts920ACCOUNTS
-
Average Account Value$457,601
- 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
CA, CO, FL, GA, KY, LA, MI, NH, NJ, OH, TX
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