Cornerstone Investment Services, Inc.

Cornerstone Investment Services, Inc. (CRD# 118437) is a financial advisory firm headquartered in , . They manage $58,048,717 in 120 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.cornerstoneinvestment.com/
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $483,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
The map below shows states where this firm has explicit registration only.

NC, SC, WY

Financial Advisors at Cornerstone Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Hoshour, financial advisor Indian Trail NC
David L. Hoshour
CRD#: 1315143
Indian Trail, NC
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.

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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