Cornerstone Advisory

Cornerstone Advisory (CRD# 120363) is a financial advisory firm headquartered in Mandeville, LA. They manage $14,417,109 in 228 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
801 Asbury Drive, Suite D, Mandeville, LA 70471
https://www.safestrongmoney.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $63,233
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Cornerstone Advisory
Showing 1 - 4 of 4 top financial advisors.
1
Christopher Clayton, financial advisor Mandeville LA
Christopher S. Clayton
CRD#: 2847466
801 Asbury Drive, Suite D, Mandeville, LA 70471

Christopher Clayton (CRD# 2847466) is an Investment Advisor Representative working at Cornerstone Advisory in Mandeville, LA and has over 20 years of experience in the finance industry.

2
Kevin Drummond, financial advisor Mandeville LA
Kevin M. Drummond
CRD#: 7792298
801 Asbury Drive, Suite D, Mandeville, LA 70471

Kevin Drummond (CRD# 7792298) is an Investment Advisor Representative working at Cornerstone Advisory in Mandeville, LA and has 1 year of experience in the finance industry.

3
Beau Thurman, financial advisor Fairhope AL
Beau J. Thurman
CRD#: 7411736
Fairhope, AL

Beau Thurman (CRD# 7411736) is an Investment Advisor Representative working at Cornerstone Advisory in Fairhope, AL and has 1 year of experience in the finance industry.

4
Jerry Wallace, financial advisor Waco TX
Jerry W. Wallace
CRD#: 1156698
Waco, TX

Jerry Wallace (CRD# 1156698) is an Investment Advisor Representative working at Cornerstone Advisory in Waco, TX and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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