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Donna Frances Cozart

CORNERSTONE ADVISORS LLC·FAYETTEVILLE, Arkansas
Clean recordCORNERSTONE ADVISORS LLC
4201 SHILOH DR, FAYETTEVILLE, AR 72703CRD# 7701016Firm CRD# 325163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna Frances Cozart · FAYETTEVILLE, AR
Registration
CRD #7701016 · CORNERSTONE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at CORNERSTONE ADVISORS LLC

Nikifor Alexandrov Paunov
FAYETTEVILLE, AR

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Research
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