Cornerstone Wealth Management, NV
Financial Services • 
Henderson, Nevada, United States • 11-20 Employees
Company overview
| Headquarters | 1368 Paseo Verde Parkway, Suite 100, Henderson, NV 89012, US |
| Phone number | +17028784742 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Investment Planning, Wealth Management, Income Planning, Retirement Planning, Insurance, Financial Planning, Estate Planning, Annuity, Healthcare Planning |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Key Contacts at Cornerstone Wealth Management, NV
Kelly Allam
Director Of New Business
Kim Dang
Director Of Operations
Rachael Orozco
Marketing Director
Daniel Mann
Partner / Co-Founder
Kelly Allam
Director Of Securities
Dylan Dalton
Assistant Director Of Marketing
Cornerstone Wealth Management, NV Email Formats
Cornerstone Wealth Management, NV uses 2 email formats. The most common is {first initial} (e.g., j@cornerstonevegas.com), used 68.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cornerstonevegas.com | 68.8% |
{first name} | john@cornerstonevegas.com | 31.2% |
About Cornerstone Wealth Management, NV
Our mission is to provide our clients with a foundation for their lives; not only in their investments but in the lifestyle they live. We build our relationships on the premise of life-long partnerships verses transactional encounters. Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. We are registered to offer securities in : AZ, CA, MD, NV, NY, OH, UT & WA. Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities. The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.
Cornerstone Wealth Management, NV revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cornerstone Wealth Management, NV has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Cornerstone Wealth Management, NV has never raised funding before.
Cornerstone Wealth Management, NV Tech Stack
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Programming languages
Saudi Arabia
Mexico
Netherlands
United Kingdom
Frequently asked questions
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