Robert
Lo
Cornerstone Wealth Management, LLC
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About this Advisor
Robert Lo is a financial advisor working in Bellevue, Washington, with 10 years of relevant experience. Lo is an employee of Cornerstone Wealth Management, LLC. Over the course of their career, they have held roles at Edward Jones, Lpl Financial LLC and Cornerstone Wealth Management, LLC. Lo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Illinois and Washington. Cornerstone Wealth Management, LLC is a financial advisory business that has its headquarters in Saint Peters, MO. It has offices in 48 locations and a total of 153 advisors. It handles $3 billion in total assets between its 17,400 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 51 charitable organizations. Of its 17,400 client accounts, 97% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a diverse range 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 are based on which services are offered. Fees charged by Cornerstone Wealth Management, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management, LLC Brokerage Details
$3,119,640,218
153
17,400
$179,290
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
Robert Lo Work History
Robert has been registered as a financial advisor for 10 years.*
Lpl Financial LLC
Cornerstone Wealth Management, LLC
Edward Jones
*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 Robert Lo 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 Management, LLC
Midlothian, VA
Norfork, AR
Lake Saint Louis, MO
Saint Louis, MO
Madison, GA
Leonard, TX
Saint Louis, MO
Saint Louis, MO
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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