Leslie
Garrison
Cornerstone Wealth Management, LLC
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About this Advisor
Leslie Garrison is a financial advisor operating out of Saint Louis, Missouri with a total of 1 year of relevant experience. Garrison works at Cornerstone Wealth Management, LLC. Throughout their career, they have worked at Cornerstone Wealth Management, Buckingham Strategic Wealth, Mclennan Community College and Lpl Financial LLC. Garrison holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Cornerstone Wealth Management, LLC is an advisory business based out of Saint Peters, MO. It has offices in 48 locations and a total of 153 advisors. It manages $3 billion in total assets between its 17,400 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 51 charitable organizations. Of its 17,400 customer accounts, 97% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a wide range 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. Financial management fee schedules usually are based on the services offered. However, fee types billed by Cornerstone Wealth Management, LLC most likely include 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
Leslie Garrison Work History
Leslie has been registered as a financial advisor for 1 years.*
Cornerstone Wealth Management
Lpl Financial LLC
Buckingham Strategic Wealth
Mclennan Community College
*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 Leslie Garrison 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
Midlothian, VA
Norfork, AR
Lake Saint Louis, MO
Saint Peters, MO
Saint Louis, MO
Madison, GA
Saint Louis, MO
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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