John
Gore
Cornerstone Wealth Management, LLC
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About this Advisor
John Gore is a financial advisor based out of Rogers, Arkansas, with 6 years of industry experience. Gore currently works for Cornerstone Wealth Management, LLC. During their career, the advisor has held roles at Edward Jones, Lpl Financial, LLC and Cornerstone Wealth Management, LLC. Gore has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas and Texas. Cornerstone Wealth Management, LLC is an advisory firm based in Saint Peters, MO. It has offices in 48 locations and a total of 153 employees. It manages $3 billion in assets under management among its 17,400 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 51 charitable organizations. Of its 17,400 client accounts, 97% are associated with high-net-worth clients who have more than $1 million in assets. Cornerstone Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on which services are provided. However, fee types billed by Cornerstone Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management, LLC Brokerage Details
$3,119,640,218
153
17,400
$179,290
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Gore Work History
John has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Cornerstone Wealth Management, LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Gore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Wealth Management, LLC
Norfork, AR
Midlothian, VA
Saint Peters, MO
Saint Louis, MO
Saint Louis, MO
Lake Saint Louis, MO
Garden City, KS
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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