Brandon
Smith
Cornerstone Wealth Management, LLC
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About this Advisor
Brandon Smith is a financial advisor based in Camarillo, California with a total of 5 years of relevant experience. Smith is on the advisory team at Cornerstone Wealth Management, LLC. During their career, Smith has held roles at Brandon M. Smith, Professional Pilot Services, Lpl Financial LLC, Lifetime Planning, Inc and Cornerstone Wealth Management, LLC. Smith maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Cornerstone Wealth Management, LLC is a registered investment company based out of Saint Peters, MO. The firm has offices in 48 locations and a total of 153 people on staff. It controls $3 billion in assets between its 17,400 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 51 charities and foundations. Of its 17,400 accounts, 97% are associated with high-net-worth individuals who have more than $1 million in assets. Cornerstone Wealth Management, LLC performs a diverse range of services, including 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 are based on which services the firm provides the client. However, fees charged by Cornerstone Wealth Management, LLC can 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
Brandon Smith Work History
Brandon has been registered as a financial advisor for 5 years.*
Cornerstone Wealth Management, LLC
Lifetime Planning, Inc
Brandon M. Smith, Professional Pilot Services
Lpl Financial LLC
*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 Brandon Smith 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
Midlothian, VA
Norfork, AR
Garden City, KS
Saint Peters, MO
Camarillo, CA
Saint Louis, MO
Saint Louis, MO
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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