Noah
Cornish

Westside Investment Management, LLC

CRD#2336616
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Noah Cornish is a financial advisor who works in Oklahoma City, Oklahoma with 9 years of industry experience. Cornish is currently employed by Westside Investment Management, LLC. Cornish has gained experience at Merrill Lynch Pierce Fenner & Smith Inc, Bank Of America, N.A, Westside Investment Management, LLC and Lpl Financial LLC. Cornish holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Oklahoma and Texas. Westside Investment Management, LLC is a registered investment company based in Santa Monica, CA. The firm has offices in two locations and a total of 14 people on staff. It controls $521 million in total assets across its 947 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 947 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Westside Investment Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually vary depending on which services are offered. However, fee types billed by Westside Investment Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10900 Hefner Pinte Drive, Suite 502
Oklahoma City, OK 73120

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Westside Investment Management, LLC Brokerage Details

Total Assets Under Management

$520,816,284

OK Average: $7,578,581,321
Total Number of Employees

14

OK Average: 43
Total Number of Accounts

947

OK Average: 3,727
Average Account Size

$549,964

OK Average: $2,033,427

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
  • Educational seminars/workshops
  • Other

Noah Cornish Work History

Noah has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Westside Investment Management, LLC

2014 - Present (10 years)

Lpl Financial LLC

2012 - 2014 (2 years)

Bank Of America, N.A

2003 - 2014 (11 years)

Merrill Lynch Pierce Fenner & Smith 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 Noah Cornish 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 Westside Investment Management, LLC

Sienna Yoshida
Kahului, HI
Sky Rylant
Oklahoma City, OK
Mark Cohen
Santa Monica, CA
Walter O'Brien
Kahului, HI
Vetea Ribet
Santa Monica, CA
David Clark
Oklahoma City, OK
James Frawley
Santa Monica, CA
Noah Cornish
Oklahoma City, OK

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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