Edward
Wood

Cornerstone Wealth

CRD#2940109
Investment Advisor
in Huntersville, NC

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About this Advisor

Edward Wood is a certified financial planner who works out of Huntersville, North Carolina who has 5 years of industry experience. Wood is an advisor for Cornerstone Wealth. Over the course of their career, they have held roles at Cornerstone Financial Advisors, Lpl Financial LLC, Cornerstone Financial Partners, Inc, Cornerstone Wealth Group LLC and Mutual Securities, Inc. Wood has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Louisiana, North Carolina and South Carolina. Cornerstone Wealth is a company based out of Huntersville, NC. The company has offices in five locations and a total of 35 people on staff. It has $1 billion in assets under management among its 2,037 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,037 client accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Cornerstone Wealth performs a wide set 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Cornerstone Wealth can consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

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

16810 Kenton Drive Suite 200
Huntersville, NC 28078

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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

Edward Wood Work History

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

2018 - Present (6 years)

Cornerstone Wealth Group LLC

2017 - Present (7 years)

Mutual Securities, Inc

2012 - 2017 (5 years)

Cornerstone Financial Partners, Inc

2011 - 2017 (6 years)

Cornerstone Financial Advisors

2011 - 2017 (6 years)

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 Edward Wood 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
Tiffany Guarino
Huntersville, NC
Sean Bandazian
Huntersville, NC
Cameron Meares
Lexington, SC
Mark Thornburgh
Greenville, SC
Robert Benton
Huntersville, NC

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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