Cornerstone Wealth
Cornerstone Wealth (CRD# 289971) is a financial advisory firm headquartered in Huntersville, NC. They manage $1,292,570,659 in 2,093 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management1,293MILLION
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Total Number of Accounts2,093ACCOUNTS
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Average Account Value$617,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Alexander Barnes (CRD# 6065932) is an Investment Advisor Representative working at Cornerstone Wealth in Belmont, NC and has over 11 years of experience in the finance industry.
Robert Benton (CRD# 6928217) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 5 years of experience in the finance industry.
Jonathan Brown (CRD# 4997851) is an Investment Advisor Representative working at Cornerstone Wealth in Greenville, SC and has over 18 years of experience in the finance industry.
Jeffrey Carbone (CRD# 2104647) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 32 years of experience in the finance industry.
Cynthia Cross (CRD# 5589381) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 years of experience in the finance industry.
Jerett Dimarzio (CRD# 6340655) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 9 years of experience in the finance industry.
Richard Fallon (CRD# 6917364) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 5 years of experience in the finance industry.
Jeremy Grant (CRD# 4728632) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 20 years of experience in the finance industry.
Clifford Hodge (CRD# 5539479) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 15 years of experience in the finance industry.
Rachel Posner (CRD# 3275176) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 17 years of experience in the finance industry.