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).
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Total Assets Under Management1,118MILLION
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Total Number of Accounts2,037ACCOUNTS
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Average Account Value$549,084
- 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, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Edward Wood (CRD# 2940109) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 26 years of experience in the finance industry.
Martha Wright (CRD# 1541822) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 37 years of experience in the finance industry.
Sean Bandazian (CRD# 5605079) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 10 years of experience in the finance industry.
Derek Gage (CRD# 7627391) is an Investment Advisor Representative working at Cornerstone Wealth in Tampa, FL and has 1 year of experience in the finance industry.
Tiffany Guarino (CRD# 7119215) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has 1 year of experience in the finance industry.
Kara Kunz (CRD# 2827583) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 27 years of experience in the finance industry.
Andrea Pine (CRD# 5263860) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 8 years of experience in the finance industry.
William Russell (CRD# 4538529) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 2 years of experience in the finance industry.
Annabeth Wilkes (CRD# 7135988) is an Investment Advisor Representative working at Cornerstone Wealth in Charlotte, NC and has over 4 years of experience in the finance industry.