Holly
Lundberg
Cornerstone Professional Advisor Services, LLC
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About this Advisor
Holly Lundberg is a chartered financial consultant operating out of New York, New York. Lundberg currently works for Cornerstone Professional Advisor Services, LLC. During their career, Lundberg has held roles at Union Central Life, Carillon Investments, Inc and Ameritas Investment Corp. Lundberg has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Cornerstone Professional Advisor Services, LLC is a company based out of Garden City, NY. The investment advisory business has offices in four locations and a total of 19 people on staff. It oversees $76 million in total assets between its 436 accounts, placing it among the smaller firms in the nation by assets under management. Of its 436 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Cornerstone Professional Advisor Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by Cornerstone Professional Advisor Services, LLC most likely consist of some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Professional Advisor Services, LLC Brokerage Details
$75,665,204
19
436
$173,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Holly Lundberg Work History
Holly has been registered as a financial advisor for 0 years.*
Carillon Investments, Inc
Ameritas Investment Corp
Union Central Life
*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 Holly Lundberg 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 Professional Advisor Services, LLC
New York, NY
Garden City, NY
Southlake, TX
Freehold, NJ
Jackson, MS
Jackson, MS
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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