Cornerstone Investment Services, Inc.

Cornerstone Investment Services, Inc. (CRD# 118437) is a financial advisory firm headquartered in Charlotte, NC. They manage $24,028,627 in 145 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $165,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Other
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.

NC, SC

Financial Advisors at Cornerstone Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David L. Hoshour
CRD#: 1315143
10800 Sikes Place, Suite 300, Charlotte, NC 28277
100
Wealthminder
score
David Hoshour (CRD# 1315143) is an Investment Advisor Representative working at Cornerstone Investment Services, Inc. in Charlotte, NC and has over 31 years of experience in the finance industry.
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