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).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $55,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, OK, TX

Financial Advisors at Cornerstone Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David H. McCord
CRD#: 2161481
14901 Quorum Dr, Ste. 785, Dallas, TX 75254
93
Wealthminder
score

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.

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