James
Foxen
Cornerstone Advisory
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About this Advisor
James Foxen is a financial advisor who works in Cockeysville, Maryland. Foxen currently works for Cornerstone Advisory. Throughout their career, they have worked at Metlife Investors, Sunamerica, Sunamerica Capital Services Inc, Brighthouse Securities, LLC, Kestra Financial, Inc, Cornerstone Advisory and Metlife Investors Distribution Company. Foxen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Cornerstone Advisory is a financial advisory business that has its headquarters in Cockeysville, MD. It has a total of 14 advisors. It oversees $2 billion in assets under management between its 2,343 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves eight charitable organizations. Of its 2,343 client accounts, 40% are held by high-net-worth investors who have more than $1 million in assets available to invest. Cornerstone Advisory has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Fees for financial advisory services usually depend on which services the firm provides the client. However, fee types charged by Cornerstone Advisory 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 Advisory Brokerage Details
$1,515,979,056
14
2,343
$647,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
James Foxen Work History
James has been registered as a financial advisor for 0 years.*
Cornerstone Advisory
Brighthouse Securities, LLC
Kestra Financial, Inc
Metlife Investors Distribution Company
Sunamerica
Sunamerica Capital Services Inc
Metlife Investors
*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 James Foxen 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 Advisory
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Arnold, MD
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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