Cornerstone Financial Advisers Revenue
Financial Services • 
6 Venture, Ste 250, United States • 21-50 Employees
Cornerstone Financial Advisers revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Key Contact at Cornerstone Financial Advisers
Lance Dumas
Founder, Managing Partner
Company overview
| Headquarters | 6 Venture, Ste 250, Irvine, California 92618, US |
| Phone number | +19494509000 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Employees | 21-50 |
Cornerstone Financial Advisers Email Formats
Cornerstone Financial Advisers uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Cornerstone Financial Advisers
Cornerstone Financial Advisers is a consulting firm dedicated to helping individuals and companies establish their goals and creating financial plans to reach them. We work together with each client to attain financial stability and gain financial independence. Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future. Our clients benefit from our relationship as Registered Representatives and Investment Adviser Representatives with LPL Financial. Our approach is best described as relationship first. We seek to gain a solid understanding of your goals, whether that be 6 months from now or 25 years down the road and create a strategy that is mindful of the level of risk you are comfortable with. The key is to ensure your overall financial plan is in line with your time horizon, and is monitored and adjusted as you move toward your goals.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Cornerstone Financial Advisers has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Cornerstone Financial Advisers has never raised funding before.
Cornerstone Financial Advisers Tech Stack
Discover the technologies and tools that power Cornerstone Financial Advisers's digital infrastructure, from frameworks to analytics platforms.
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