Randall
Fisher
Cornerstone Wealth Management, LLC
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About this Advisor
Randall Fisher is a financial advisor based out of Garden City, Kansas with a total of 4 years of relevant experience. Fisher is an advisor for Cornerstone Wealth Management, LLC. Throughout their career, they have worked at United Capital Insurance, LLC, United Capital Management Of Kansas, Inc, Fisher Commodities, Sterne Agee & Leach, Inc, United Capital Management Of Ks, Inc - Ria, Sterne Agee Financial Services Inc, Cornerstone Wealth Management, LLC, Lpl Financial, LLC and Independent Financial Partners. Fisher maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Kansas, Oklahoma and Texas. Cornerstone Wealth Management, LLC is a registered investment company headquartered in Saint Peters, MO. The company has offices in 48 locations and a total of 153 financial advisors. It handles $3 billion in assets between its 17,400 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 51 charitable organizations. Of its 17,400 customer accounts, 97% belong to high-net-worth individuals who have more than $1 million in investable assets. Cornerstone Wealth Management, LLC has a number 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. Financial management fees vary depending on which services are provided. Fee types charged by Cornerstone Wealth Management, LLC can include any combination of 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
Randall Fisher Work History
Randall has been registered as a financial advisor for 4 years.*
Cornerstone Wealth Management, LLC
Lpl Financial, LLC
Independent Financial Partners
United Capital Insurance, LLC
United Capital Management Of Ks, Inc - Ria
Sterne Agee Financial Services Inc
United Capital Management Of Kansas, Inc
Sterne Agee & Leach, Inc
Fisher Commodities
*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 Randall Fisher 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
Saint Louis, MO
Saint Peters, MO
Lake 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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