Lee
Sanders

Cornerstone Advisors LLC

CRD#5243694
Investment Advisor
in Conway, AR

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About this Advisor

Lee Sanders is a financial advisor based in Conway, Arkansas, working with Cornerstone Advisors LLC. Lee has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services Inc, Guardian Life Insurance Company, Park Avenue Securities, Massmutual Financial Group/Mmlisi, LLC, Guardian Life/Park Avenue Securities, Cornerstone Financial Network, Cornerstone Advisors LLC, and Park Avenue Securities. Lee has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, Lee is part of Cornerstone Advisors LLC, which operates out of Conway, Arkansas. The firm has 1 office and 7 employees. The firm manages assets totaling $182.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Cornerstone Advisors LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Conway, AR

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Cornerstone Advisors LLC Brokerage Details

Total Assets Under Management

$182,561,579

AR Average: $880,205,985
Total Number of Employees

7

AR Average: 42
Total Number of Accounts

163

AR Average: 1,714
Average Account Size

$1,120,010

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Lee Sanders Work History

2023 - Present (1 year)

Cornerstone Advisors LLC

2022 - Present (2 years)

Cornerstone Financial Network

2020 - Present (4 years)

Guardian Life Insurance Company

2020 - Present (4 years)

Park Avenue Securties

2019 - 2020 (1 year)

Guardian Life Insurance Company

2019 - 2020 (1 year)

Park Avenue Securities

2019 - 2022 (3 years)

Guardian Life/Park Avenue Securities

2010 - 2019 (9 years)

Mass Mutual Life Insurance Company

2010 - 2019 (9 years)

Mml Investors Services Inc

2010 - 2019 (9 years)

Massmutual Financial Group/Mmlisi, LLC

Disclosures

Please visit the SEC profile of Lee Sanders 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 Advisors LLC

Kenneth Uhlich
Fayetteville, AR
Scott Peyton
Fayetteville, AR
Robert Carper
Fayetteville, AR
Gary Harris
Fayetteville, AR
Tyler Harris
Fayetteville, AR
Nikifor Paunov
Fayetteville, AR
Lee Sanders
Conway, AR
Bobby Parks
Fayetteville, AR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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