Cornerstone Wealth

Cornerstone Wealth (CRD# 289971) is a financial advisory firm headquartered in Huntersville, NC. They manage $1,118,483,263 in 2,037 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,118
    MILLION
  • Total Number of Accounts
    2,037
    ACCOUNTS
  • Average Account Value
    $549,084
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Cornerstone Wealth
Showing 1 - 10 of 29 top financial advisors.
1
Alexander B. Barnes
CRD#: 6065932
106 Kenwood Drive, Belmont, NC 28012

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.

2
Robert W. Benton
CRD#: 6928217
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

3
Jonathan S. Brown
CRD#: 4997851
75 Beattie Place, Suite 110, Greenville, SC 29601

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.

4
Jeffrey A. Carbone
CRD#: 2104647
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

5
Cynthia L. Cross
CRD#: 5589381
16810 Kenton Drive, Ste 200, Huntersville, NC 28078

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.

6
Jerett R. Dimarzio
CRD#: 6340655
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

7
Richard G. Fallon
CRD#: 6917364
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

8
Jeremy W. Grant
CRD#: 4728632
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

9
Clifford P. Hodge
CRD#: 5539479
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

10
Rachel L. Posner
CRD#: 3275176
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.