Michael
Lavina
Cornerstone Advisory
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About this Advisor
Michael Lavina is a financial advisor based in Cockeysville, Maryland, working with Cornerstone Advisory. Michael has previously held positions at Baltimore-Washington Financial Advisors, Inc and Cornerstone Advisory, Llp. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Maryland, and Texas. Currently, Michael is part of Cornerstone Advisory, which operates out of Cockeysville, Maryland. The firm has 1 office and 16 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Cornerstone Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Advisory Brokerage Details
$1,741,867,186
16
2,374
$733,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Michael Lavina Work History
Cornerstone Advisory, Llp
Baltimore-Washington Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Michael Lavina 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
Cockeysville, MD
Arnold, MD
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