David
Rainey

Cornerstone Wealth

CRD#4152553
Investment Advisor
in Davidson, NC

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About this Advisor

David Rainey is a financial advisor operating out of Davidson, North Carolina with 5 years of relevant experience. Rainey works at Cornerstone Wealth. Their career trajectory has included roles at North Carolina Farm Bureau Mutual Insurance Company, Southern Farm Bureau Life Insurance Company, Southern Farm Bureau Casualty Insurance Company, North Carolina Farm Bureau Agency, Farm Bureau Insurance Company, Inc, North Carolina Blue Cross Blue Shield, Cornerstone Financial Advisors, Cornerstone Wealth Group, LLC and Southern Farm Bureau Fund Distributor, Inc. Rainey holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in North Carolina. Cornerstone Wealth is a registered investment company that has its headquarters in Huntersville, NC. The firm has offices in five locations and a total of 35 financial advisors. It controls $1 billion in assets under management between its 2,037 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,037 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm has a diverse array 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 advisory fees typically are based on the type of financial services provided. However, fee types charged by Cornerstone Wealth may include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

212 South Main Street
Davidson, NC 28036

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Cornerstone Wealth Brokerage Details

Total Assets Under Management

$1,118,483,263

NC Average: $3,625,019,099
Total Number of Employees

35

NC Average: 22
Total Number of Accounts

2,037

NC Average: 1,917
Average Account Size

$549,084

NC Average: $1,890,985

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

David Rainey Work History

David has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cornerstone Wealth Group, LLC

2015 - 2017 (2 years)

Cornerstone Financial Advisors

1999 - 2014 (15 years)

North Carolina Farm Bureau Mutual Insurance Company

1999 - 2014 (15 years)

Southern Farm Bureau Life Insurance Company

1999 - 2014 (15 years)

Southern Farm Bureau Casualty Insurance Company

1999 - 2014 (15 years)

North Carolina Farm Bureau Agency

1999 - 2014 (15 years)

Farm Bureau Insurance Company, Inc

1999 - 2014 (15 years)

North Carolina Blue Cross Blue Shield

1999 - 2014 (15 years)

Southern Farm Bureau Fund Distributor, Inc

*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 David Rainey 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

Jeffrey Powell
Greensboro, NC
Alexander Barnes
Belmont, NC
Matthew Moyzis
Huntersville, NC
Robert Benton
Huntersville, NC
Cameron Meares
Lexington, SC
Tiffany Guarino
Huntersville, NC
Sean Bandazian
Huntersville, NC
Mark Thornburgh
Greenville, SC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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