David
La Rue
Cornerstone Wealth Management, LLC
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About this Advisor
David La Rue is a financial advisor based in Atascadero, California, working with Cornerstone Wealth Management, LLC. David has previously held positions at Lpl Financial, LLC, Cornerstone Wealth Management, LLC, Edward Jones, and American Innovative Resources. David has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, David is part of Cornerstone Wealth Management, LLC, which operates out of Atascadero, California. The firm has 41 offices and 148 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cornerstone Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management, LLC Brokerage Details
$3,295,074,554
148
16,986
$193,988
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
David La Rue Work History
Lpl Financial, LLC
Cornerstone Wealth Management, LLC
American Innovative Resources
Edward Jones
Disclosures
Please visit the SEC profile of David La Rue 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
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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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