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Cornerstone Wealth Planning financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Cornerstone Wealth Planning office in Charlotte, A to Z.
The short answer
10 registered advisors work at Cornerstone Wealth Planning in Charlotte, out of 10 at the firm nationwide; it ranks number 60 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Cornerstone Wealth Planning advisors in Charlotte, A to Z
Every Cornerstone Wealth Planning advisor →- Esther L. BodmanInvestment adviser rep
- David E. CaivanoInvestment adviser rep
- Kevin D. JohnsonInvestment adviser rep
- Sidney B. King IIICertified Financial Planner
- Christopher W. KnightCertified Financial Planner
- Shon E. McCarleyInvestment adviser rep
- Joseph M. McFaddinCertified Financial Planner
- Stewart M. NeelyInvestment adviser rep
- Cody B. RitchieCertified Financial Planner
- Benjamin E. SmallInvestment adviser rep
Cornerstone Wealth Planning advisors in every city and state →Cornerstone Wealth Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Cornerstone Wealth Planning have in Charlotte?
10 investment adviser representatives are registered at Cornerstone Wealth Planning offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Cornerstone Wealth Planning one of the largest advisor employers in Charlotte?
Cornerstone Wealth Planning ranks number 60 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Cornerstone Wealth Planning advisor in Charlotte?
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 Planning 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.