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 21 - 29 of 29 top financial advisors.
21
Edward M. Wood
CRD#: 2940109
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

22
Martha H. Wright
CRD#: 1541822
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

23
Sean M. Bandazian
CRD#: 5605079
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

24
Derek R. Gage
CRD#: 7627391
3708 W Swann Avenue, 102, Tampa, FL 33609

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.

25
Tiffany W. Guarino
CRD#: 7119215
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

26
Kara B. Kunz
CRD#: 2827583
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

27
Andrea L. Pine
CRD#: 5263860
16810 Kenton Dr, Suite 200, Huntersville, NC 28078

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.

28
William M. Russell
CRD#: 4538529
16810 Kenton Drive, Suite 200, Huntersville, NC 28078

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.

29
Annabeth G. Wilkes
CRD#: 7135988
3436 Toringdon Way, Ste 210, Charlotte, NC 28277

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.

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