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
Jeffrey Powell (CRD# 4320338) is an Investment Advisor Representative working at Cornerstone Wealth in Greensboro, NC and has over 7 years of experience in the finance industry.
Brenda Pressley (CRD# 3250243) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 24 years of experience in the finance industry.
David Rainey (CRD# 4152553) is an Investment Advisor Representative working at Cornerstone Wealth in Davidson, NC and has over 9 years of experience in the finance industry.
Craig Rubrecht (CRD# 2837714) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 27 years of experience in the finance industry.
Matthew Sandberg (CRD# 6636153) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 7 years of experience in the finance industry.
Andrew Smith (CRD# 3148469) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 25 years of experience in the finance industry.
Wallace Sutton (CRD# 1240377) is an Investment Advisor Representative working at Cornerstone Wealth in Tampa, FL and has over 36 years of experience in the finance industry.
Zachary Sutton (CRD# 6515308) is an Investment Advisor Representative working at Cornerstone Wealth in Tampa, FL and has over 6 years of experience in the finance industry.
Joseph Sweeney (CRD# 1299368) is an Investment Advisor Representative working at Cornerstone Wealth in San Francisco, CA and has over 39 years of experience in the finance industry.
Mark Thornburgh (CRD# 5613092) is an Investment Advisor Representative working at Cornerstone Wealth in Greenville, SC and has over 15 years of experience in the finance industry.