Cornerstone Financial Services, Inc.

Cornerstone Financial Services, Inc. (CRD# 112278) is a financial advisory firm headquartered in Dallas, TX. They manage $30,213,658 in 693 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
    693
    ACCOUNTS
  • Average Account Value
    $43,598
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
  • Market timing services
  • 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 - 3 of 3 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 22 years of experience in the finance industry.

2
Jerry E. Tuma
CRD#: 730104
14901 Quorum Dr, Ste. 785, Dallas, TX 75254
66
Wealthminder
score

Jerry Tuma (CRD# 730104) is an Investment Advisor Representative working at Cornerstone Financial Services, Inc. in Dallas, TX and has over 35 years of experience in the finance industry. Jerry Tuma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Darrell D. Delphen
CRD#: 1603277
14901 Quorum Drive, Suite 785, Dallas, TX 75254
63
Wealthminder
score

Darrell Delphen (CRD# 1603277) is an Investment Advisor Representative working at Cornerstone Financial Services, Inc. in Dallas, TX and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.