William
Craver

Cornerstone Wealth Management, LLC

CRD#3174499
Investment Advisor
in Camarillo, CA

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About this Advisor

William Craver is a financial advisor based in Camarillo, California with 1 year of relevant experience. Craver works at Cornerstone Wealth Management, LLC. Throughout their career, they have worked at Lpl Financial, LLC and Cornerstone Wealth Management, LLC. Craver has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Missouri. Cornerstone Wealth Management, LLC is a registered investment firm based out of Saint Peters, MO. The investment advisory business has offices in 48 locations and a total of 153 advisors. It manages $3 billion in assets under management between its 17,400 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 51 charitable organizations. Of its 17,400 client accounts, 97% belong to high-net-worth investors who have at least $1 million in assets available to invest. Cornerstone Wealth Management, LLC has a wide array 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. Fees for financial advice typically are based on which services are provided. However, fee types billed by Cornerstone Wealth Management, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 Paseo Camarillo, Suite 190
Camarillo, CA 93010

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Cornerstone Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,119,640,218

CA Average: $11,469,110,461
Total Number of Employees

153

CA Average: 458
Total Number of Accounts

17,400

CA Average: 33,415
Average Account Size

$179,290

CA Average: $343,232

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

William Craver Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cornerstone Wealth Management, LLC

2003 - Present (21 years)

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 William Craver 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

Luke Glasscock
Norfork, AR
Ronald Bell
Midlothian, VA
Charles Eller
Saint Louis, MO
Thomas Gooden
Saint Peters, MO
Erik Thompson
Madison, GA
Mark Minton
Saint Louis, MO
Andrew Lohmeyer
Saint Louis, MO
Brandon Smith
Camarillo, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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