Cornerstone Wealth Services
Financial Services • 
United States • 11-20 Employees
Company overview
| Headquarters | United States |
| Phone number | +13143941670 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
| Socials |
Key Contact at Cornerstone Wealth Services
Paul Andreotti
Ceo
Cornerstone Wealth Services Email Formats
Cornerstone Wealth Services uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lpl.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lpl.com | 100% |
About Cornerstone Wealth Services
The independent financial advisors who are part of Cornerstone Wealth Services are dedicated to providing objective guidance and putting the needs of their clients first. Relationships are built on respect and transparency, so you can see clearly the path to take on the way to your ideal future. Your goals are distinct, and so is your financial plan. Our advisors work to understand what you have and what you want, so they can design a plan that puts you on course toward your dreams. With the right plan in place and the right advisor by your side, you can feel confident that all the pieces of your financial life are working together. While our advisors all work independently, they all have a common goal: to guide successful families to financial confidence using comprehensive wealth strategies. All our advisors are also affiliated with LPL Financial, a broker-dealer for independent advisors. The registered representatives of Cornerstone Wealth Services are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, member SIPC (www.sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.cornerstonewealthservices.com. For advisors interested in joining Cornerstone, please visit joincornerstonewealth.com.
Cornerstone Wealth Services revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cornerstone Wealth Services has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Cornerstone Wealth Services has never raised funding before.
Cornerstone Wealth Services Tech Stack
Discover the technologies and tools that power Cornerstone Wealth Services's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
Netherlands
United KingdomFrequently asked questions
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