Financial ADVSR advisor directory · SEC adviser records
Cornerstone Wealth financial advisors in Huntersville, NC
Every SEC-registered investment adviser representative at a Cornerstone Wealth office in Huntersville, A to Z.
The short answer
20 registered advisors work at Cornerstone Wealth in Huntersville, out of 25 at the firm nationwide; it ranks number 3 in the city by advisors. 7 list the CFP designation and 5 are also registered broker representatives.
Cornerstone Wealth advisors in Huntersville, A to Z
Every Cornerstone Wealth advisor →- Sean M. BandazianInvestment adviser rep
- Robert W. BentonInvestment adviser rep
- Gabrielle E. CafaloneInvestment adviser rep
- Jeffrey A. CarboneCertified Financial Planner · Also a broker rep
- Cynthia L. CrossInvestment adviser rep
- Jerett R. DimarzioCertified Financial Planner
- Richard G. Fallon IIIInvestment adviser rep
- Jeremy W. GrantCertified Financial Planner
- Patrick HawkinsInvestment adviser rep
- Clifford P. Hodge IIIChartered Financial Analyst
- Kara B. KunzCertified Financial Planner
- Jared R. McDanielCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Cameron F. MearesChartered Financial Analyst
- Matthew A. MoyzisCertified Financial Planner
- Whitney A. PappasInvestment adviser rep
- Andrea L. PineInvestment adviser rep
- Craig A. RubrechtAlso a broker rep
- Wallace E. SuttonAlso a broker rep
- Rodney T. WendtInvestment adviser rep
- Edward M. Wood IIICertified Financial Planner · Also a broker rep
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
Charlotte, NC 1Greensboro, NC 1Greenville, SC 1San Francisco, CA 1Tampa, FL 1
Other firms in Huntersville
All Huntersville advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Strategic Advisers LLC 25Pfs Investments Inc. 11LPL Financial LLC 7A4 Wealth Advisors LLC 6LPL Enterprise, LLC 6Tiaa-Cref Individual & Institutional Services, LLC 5Ameriprise Financial Services, LLC 4Edward Jones 4Osaic Wealth, Inc. 4Savant Wealth Management 4Wells Fargo Clearing Services, LLC 4
Questions
How many financial advisors does Cornerstone Wealth have in Huntersville?
20 investment adviser representatives are registered at Cornerstone Wealth offices in Huntersville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 7 list the CFP designation and 5 are also registered as broker representatives.
Is Cornerstone Wealth one of the largest advisor employers in Huntersville?
Cornerstone Wealth ranks number 3 in Huntersville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 37.
How do I check a Cornerstone Wealth advisor in Huntersville?
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.