AdvisorOS Directory
Claim Profile
MD

Mark Ellis Davidson

CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC·DAPHNE, Alabama
Unclaimed Profile
809 C DAPHNE AVE, DAPHNE, AL 36526CRD# 4620630Firm CRD# 124322
01

About

Mark Ellis Davidson is a registered financial advisor based in DAPHNE, Alabama, affiliated with CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4620630
Firm CRD# 124322
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DAPHNE?

Browse all registered financial advisors in DAPHNE, Alabama or claim this profile if it's yours.

Browse DAPHNE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DAPHNE
Wendy Louise Nelson Bailey — SOUTHERN CAPITAL SERVICES, INC.Darryl Wayne Bryant — 6TH STREET ADVISORS, LLCTerry Edward Nager — SOUTHERN CAPITAL SERVICES, INC.David Erle Lindsey — SOUTHERN CAPITAL SERVICES, INC.Scott Mitchell Koser — CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile