Alan Thomilson, financial advisor Edwardsville IL

Alan Thomilson

CRD Number: 1855542
Current Firm: Cornerstone Securities LLC

Alan Thomilson (CRD# 1855542) is an Investment Advisor Representative working at Cornerstone Securities LLC in Edwardsville, IL and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Securities Overland Park, KS Aug 2018 - Current 5
Ameriprise Financial Services Inc. Clayton, MO Nov 2017 - Aug 2018 < 1
Lincoln Financial Securities Corporation Edwardsville, IL Aug 2011 - Nov 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Oct 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alan J. Thomilson
Phone Number: 913-538-5483
Firm Website: http://tjstearns.com
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $208,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, KS, MO, NC, OR, TX

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