Cornerstone Wealth

Cornerstone Wealth (CRD# 289971) is a financial advisory firm headquartered in Huntersville, NC. They manage $825,219,217 in 4,633 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    825
    MILLION
  • Total Number of Accounts
    4,633
    ACCOUNTS
  • Average Account Value
    $178,118
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • 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.

AL, AZ, CA, CO, FL, GA, IL, IN, LA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WI, WY

Financial Advisors at Cornerstone Wealth
Showing 1 - 10 of 23 top financial advisors.
1
Alexander B. Barnes
CRD#: 6065932
Belmont, NC 28012

Alexander Barnes (CRD# 6065932) is an Investment Advisor Representative working at Cornerstone Wealth in Belmont, NC and has over 7 years of experience in the finance industry. Alexander Barnes 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.

2
Robert W. Benton
CRD#: 6928217
Huntersville, NC 28078

Robert Benton (CRD# 6928217) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has 1 year of experience in the finance industry.

3
Jonathan S. Brown
CRD#: 4997851
Greenville, SC 29601

Jonathan Brown (CRD# 4997851) is an Investment Advisor Representative working at Cornerstone Wealth in Greenville, SC and has over 14 years of experience in the finance industry. Jonathan Brown 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.

4
Jeffrey A. Carbone
CRD#: 2104647
Huntersville, NC 28078

Jeffrey Carbone (CRD# 2104647) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 28 years of experience in the finance industry. Jeffrey Carbone 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.

5
Cynthia L. Cross
CRD#: 5589381
Huntersville, NC 28078

Cynthia Cross (CRD# 5589381) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has 1 year of experience in the finance industry.

6
Jerett R. Dimarzio
CRD#: 6340655
Huntersville, NC 28078

Jerett Dimarzio (CRD# 6340655) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 4 years of experience in the finance industry. Jerett Dimarzio 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.

7
Kyle M. Fischer
CRD#: 6601181
Greenville, SC 29601

Kyle Fischer (CRD# 6601181) is an Investment Advisor Representative working at Cornerstone Wealth in Greenville, SC and has over 3 years of experience in the finance industry.

8
Jeremy W. Grant
CRD#: 4728632
Huntersville, NC 28078

Jeremy Grant (CRD# 4728632) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 16 years of experience in the finance industry. Jeremy Grant 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.

9
Clifford P. Hodge
CRD#: 5539479
Huntersville, NC 28078

Clifford Hodge (CRD# 5539479) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 11 years of experience in the finance industry.

10
Katherine M. Jamil
CRD#: 5596909
Charlotte, NC 28277

Katherine Jamil (CRD# 5596909) is an Investment Advisor Representative working at Cornerstone Wealth in Charlotte, NC and has over 9 years of experience in the finance industry. Katherine Jamil 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.

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