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Cornerstone Wealth financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Cornerstone Wealth office in North Carolina, by city and A to Z.
The short answer
19 registered advisors work at Cornerstone Wealth in North Carolina, out of 25 nationwide; it's the firm's number 1 state by advisors, and the most are in Huntersville (16). 8 list the CFP designation and 3 are also registered broker representatives.
Cornerstone Wealth advisors by city in North Carolina
Every firm in North Carolina →Cornerstone Wealth advisors in North Carolina, A to Z
Search by name →- Sean M. BandazianHuntersville
- Robert W. BentonHuntersville
- Gabrielle E. CafaloneHuntersville
- Jeffrey A. CarboneHuntersville · Certified Financial Planner
- Cynthia L. CrossHuntersville
- Jerett R. DimarzioHuntersville · Certified Financial Planner
- Richard G. Fallon IIIHuntersville
- Jeremy W. GrantHuntersville · Certified Financial Planner
- Patrick HawkinsHuntersville
- Clifford P. Hodge IIIHuntersville · Chartered Financial Analyst
- Kara B. KunzHuntersville · Certified Financial Planner
- Cameron F. MearesCharlotte · Chartered Financial Analyst
- Matthew A. MoyzisHuntersville · Certified Financial Planner
- Andrea L. PineHuntersville
- Jeffrey N. PowellGreensboro · Certified Financial Planner
- Craig A. RubrechtHuntersville
- Rodney T. WendtHuntersville
- Annabeth G. WilkesCharlotte · Certified Financial Planner
- Edward M. Wood IIIHuntersville · Certified Financial Planner
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Cornerstone Wealth in other states
Questions
How many Cornerstone Wealth financial advisors are in North Carolina?
19 investment adviser representatives are registered at Cornerstone Wealth offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 25 at the firm nationwide. 8 list the CFP designation and 3 are also registered as broker representatives.
Where in North Carolina does Cornerstone Wealth have the most advisors?
Huntersville, with 16, then Charlotte (2). Cornerstone Wealth has advisors in 3 cities in North Carolina.
How do I check a Cornerstone Wealth advisor in North Carolina?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cornerstone Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.