Sandra
Callier
Cornerstone Wealth Management, LLC
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About this Advisor
Sandra Callier is a financial advisor who works out of Saint Peters, Missouri with a total of 11 years of industry experience. Callier is an employee of Cornerstone Wealth Management, LLC. Over the course of their career, Callier has held roles at Lpl Financial, LLC and Cornerstone Wealth Management, LLC. Callier maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in Missouri, Texas and Washington. Cornerstone Wealth Management, LLC is a company that has its headquarters in Saint Peters, MO. The company has offices in 48 locations and a total of 153 people on staff. It administers $3 billion in total assets among its 17,400 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 51 charities and foundations. Of its 17,400 customer accounts, 97% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a diverse assortment 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. A financial advisor's fee schedules are based on which services are provided. Fee types billed by Cornerstone Wealth Management, LLC most likely include some 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
Sandra Callier Work History
Sandra has been registered as a financial advisor for 11 years.*
Cornerstone Wealth Management, LLC
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 Sandra Callier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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