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Mark Ellis Davidson

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC·DAPHNE, Alabama
Clean record23 years registeredCORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
809 C DAPHNE AVE, DAPHNE, AL 36526CRD# 4620630Firm CRD# 124322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Ellis Davidson · DAPHNE, AL
Registration
CRD #4620630 · CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
Mar 2003 – present
02

Registrations & Exams

Registration record
First registered · March 10, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
CRD 124322 · SEC 801-67775
AUM
$61M
Regulatory assets under management
Employees
1
145 client accounts
Services offered by CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC →
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Frequently Asked Questions

What services does Mark Ellis Davidson offer?
Mark Ellis Davidson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAPHNE, Alabama for a consultation.
What are Mark Ellis Davidson's credentials?
Mark Ellis Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Ellis Davidson located?
Mark Ellis Davidson is based in DAPHNE, Alabama, working with CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC. Their office serves clients in the DAPHNE metropolitan area and surrounding communities.
How does Mark Ellis Davidson charge for services?
Mark Ellis Davidson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC?
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC has approximately 1 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Scott Mitchell Koser
DAPHNE, AL

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