Cornerstone Financial Services, Inc.
Cornerstone Financial Services, Inc. (CRD# 112278) is a financial advisory firm headquartered in Dallas, TX. They manage $30,433,519 in 546 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts546ACCOUNTS
Average Account Value$55,739
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, LA, OK, TX
David McCord (CRD# 2161481) is an Investment Advisor Representative working at Cornerstone Financial Services, Inc. in Dallas, TX and has over 24 years of experience in the finance industry.