Noah
Cornish

Westside Investment Management, Inc

CRD#2336616
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Noah Cornish is a financial advisor working out of Oklahoma City, Oklahoma, who has been in the financial industry for 17 years. Cornish is an advisor for Westside Investment Management, Inc. Over the course of their career, they have held roles 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, certifying them as both a securities agent and an investment advisor representative, and can work in Oklahoma and Texas. Westside Investment Management, Inc is a financial advisory company that has its headquarters in Oklahoma City, Oklahoma. The company has offices in two locations and a total of eight advisors. It controls $627 million in assets under management among its 1,053 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,053 accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets. Westside Investment Management, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees charged by Westside Investment Management, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

Disclosures

Yes

Office Location

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

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Westside Investment Management, Inc Brokerage Details

Total Assets Under Management

$626,897,512

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

8

OK Average: 43
Total Number of Accounts

1,053

OK Average: 3,727
Average Account Size

$595,344

OK Average: $2,033,427

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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 17 years of experience.

2014 - Present (7 years)

Westside Investment Management, LLC

2014 - Present (7 years)

Lpl Financial LLC

2012 - 2014 (2 years)

Bank Of America, N.A

2003 - 2014 (11 years)

Merrill Lynch Pierce Fenner & Smith Inc

Disclosures

Noah Cornish has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Westside Investment Management, Inc

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

This content was compiled from the SEC and FINRA.

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