Cornerstone Investment Management And Consulting,llc

Cornerstone Investment Management And Consulting,llc (CRD# 124322) is a financial advisory firm headquartered in Daphne, AL. They manage $79,657,625 in 168 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2210 Main Street, Suite E, Daphne, AL 36526
https://twitter.com/cornerstoneinvm
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $474,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, TX

Financial Advisors at Cornerstone Investment Management And Consulting,llc
Showing 1 - 2 of 2 top financial advisors.
1
Mark Davidson, financial advisor Daphne AL
Mark E. Davidson
CRD#: 4620630
2210 Main Street, Suite E, Daphne, AL 36526

Mark Davidson (CRD# 4620630) is an Investment Advisor Representative working at Cornerstone Investment Management And Consulting,llc in Daphne, AL and has 1 year of experience in the finance industry.

2
Scott Koser, financial advisor Daphne AL
Scott M. Koser
CRD#: 4380622
2210 Main Street, Suite E, Daphne, AL 36526

Scott Koser (CRD# 4380622) is an Investment Advisor Representative working at Cornerstone Investment Management And Consulting,llc in Daphne, AL and has over 21 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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