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Donna Frances Cozart

CORNERSTONE ADVISORS LLC·FAYETTEVILLE, Arkansas
Unclaimed Profile
4201 SHILOH DR, FAYETTEVILLE, AR 72703CRD# 7701016Firm CRD# 325163
01

About

Donna Frances Cozart is a registered financial advisor based in FAYETTEVILLE, Arkansas, affiliated with CORNERSTONE ADVISORS 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 ADVISORS LLC
CORNERSTONE ADVISORS LLC
AUM
$274M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CORNERSTONE ADVISORS 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# 7701016
Firm CRD# 325163
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Frances Cozart offer?
Donna Frances Cozart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAYETTEVILLE, Arkansas for a consultation.
What are Donna Frances Cozart's credentials?
Donna Frances Cozart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Frances Cozart located?
Donna Frances Cozart is based in FAYETTEVILLE, Arkansas, working with CORNERSTONE ADVISORS LLC. Their office serves clients in the FAYETTEVILLE metropolitan area and surrounding communities.
How does Donna Frances Cozart charge for services?
Donna Frances Cozart'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 ADVISORS LLC?
CORNERSTONE ADVISORS LLC has approximately 9 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FAYETTEVILLE
Glenn Edward Atkins — GARRISON ASSET MANAGEMENT, LLCKerry Watkins Bradley — GARRISON ASSET MANAGEMENT, LLCThomas Robert Garrison — GARRISON ASSET MANAGEMENT, LLCJames Baxter Bell — GARRISON ASSET MANAGEMENT, LLCLinda A Batson — GREENWOOD GEARHART INC.
Nearby cities in Arkansas
LITTLE ROCK (157)ROGERS (43)NORTH LITTLE ROCK (24)BENTONVILLE (13)LOWELL (10)
City Guides
LITTLE ROCK GuideROGERS GuideNORTH LITTLE ROCK GuideBENTONVILLE GuideLOWELL Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
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