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Financial ADVSR advisor directory · SEC adviser records

Cornerstone Wealth financial advisors in Tampa, FL

Every SEC-registered investment adviser representative at a Cornerstone Wealth office in Tampa, A to Z.

3 registered advisors work at Cornerstone Wealth in Tampa, out of 25 at the firm nationwide; it ranks number 91 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Cornerstone Wealth advisors in Tampa, A to Z

Every Cornerstone Wealth advisor →

Cornerstone Wealth advisors in every city and state →Cornerstone Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Cornerstone Wealth advisors in other cities

Huntersville, NC 16Charlotte, NC 2Denver, CO 1Greensboro, NC 1Greenville, SC 1San Francisco, CA 1

Other firms in Tampa

All Tampa advisors →

Fisher Investments 351Morgan Stanley 296J. W. Cole Advisors, Inc. 218Concurrent Investment Advisors, LLC 135Merrill Lynch, Pierce, Fenner & Smith Incorporated 109Independent Financial Partners 95LPL Financial LLC 87Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 72Ameriprise Financial Services, LLC 64Wells Fargo Clearing Services, LLC 63Calton & Associates, Inc. 59

Questions

How many financial advisors does Cornerstone Wealth have in Tampa?

3 investment adviser representatives are registered at Cornerstone Wealth offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Cornerstone Wealth one of the largest advisor employers in Tampa?

Cornerstone Wealth ranks number 91 in Tampa by registered advisors; Fisher Investments has the most, with 351.

How do I check a Cornerstone Wealth advisor in Tampa?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.