Cornerstone Wealth Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1808 Aston Ave Ste 150, Carlsbad, Califo...

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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1

About Cornerstone Wealth Advisors

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA / SIPC . Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Michael Sellman, Independent Agent. California Insurance License number 0G40881. Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck .Explore more
Cornerstone Wealth Advisors's Social MediaPopular SearchesCornerstone Wealth Advisors IncCornerstone Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Cornerstone Wealth Advisors Org Chart

PhoneEmail
JW
United States flag for contact location.

Client Service Associate

PhoneEmail
GT
United States flag for contact location.

Retirement Specialist

PhoneEmail
AC
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Wealth Adviso...

<$5M
1-10
Private
-
-
JW
Joshua WellsClient Service Associate
<$5M
1-10
Private
-
-
VR
Veronica RedfieldBusiness Owner
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
TK
Todd KnutsenPresident & Financial Advisor
<$5M
1-10
Private
-
2010
TP
Tana PenningtonRetirement Planner
<$5M
1-10
Private
-
2002
DL
Debbie LordClient Relations Coordinator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cornerstone Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cornerstone Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Wealth Advisors.

Cornerstone Wealth Advisors Tech Stack

A closer look at the technologies used by Cornerstone Wealth Advisors

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Frequently Asked Questions Regarding Cornerstone Wealth Advisors

What is Cornerstone Wealth Advisors's official website?
Cornerstone Wealth Advisors's official website is www.cwainvestors.com
What is Cornerstone Wealth Advisors's Revenue?
Cornerstone Wealth Advisors's revenue is <$5 Million
What is Cornerstone Wealth Advisors's SIC code?
Cornerstone Wealth Advisors's SIC: 62,628
What is Cornerstone Wealth Advisors's NAICS code?
Cornerstone Wealth Advisors's NAICS: 52,523
How many employees does Cornerstone Wealth Advisors have?
Cornerstone Wealth Advisors has 1-10 employees
What industry does Cornerstone Wealth Advisors belong to?
Cornerstone Wealth Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Cornerstone Wealth Advisors competition?
Cornerstone Wealth Advisors top competitors include: Lords Financial Planning, Knutsen Financial Group, Gradient Advisors, Retirement Resource
What technology does Cornerstone Wealth Advisors use?
Some of the popular technologies that Cornerstone Wealth Advisors uses are: Sentry, AppRiver, Google Cloud Web Serving, Google Cloud Platform
What does Cornerstone Wealth Advisors do?

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA / SIPC . Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance pro... ducts and services are offered through Michael Sellman, Independent Agent. California Insurance License number 0G40881. Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated with the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck .Read More

What are Cornerstone Wealth Advisors social media links?
Cornerstone Wealth Advisors Linkedin page
Is Cornerstone Wealth Advisors a public company?
Cornerstone Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Wealth Advisors

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