Unclaimed Profile

Lisa Ellen Smith

CORNERSTONE MANAGEMENT, INC.·DULUTH, Georgia

Clean recordCORNERSTONE MANAGEMENT, INC.

3237 SATELLITE BLVD, DULUTH, GA 30096CRD# 7706039Firm CRD# 125828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Ellen Smith · DULUTH, GA

Registration

CRD #7706039 · CORNERSTONE MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Ellen Smith is a registered financial advisor based in DULUTH, Georgia, affiliated with CORNERSTONE MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CORNERSTONE MANAGEMENT, INC.

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CORNERSTONE MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7706039

Firm CRD# 125828

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Ellen Smith offer?

Lisa Ellen Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DULUTH, Georgia for a consultation.

What are Lisa Ellen Smith's credentials?

Lisa Ellen Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Ellen Smith located?

Lisa Ellen Smith is based in DULUTH, Georgia, working with CORNERSTONE MANAGEMENT, INC.. Their office serves clients in the DULUTH metropolitan area and surrounding communities.

How does Lisa Ellen Smith charge for services?

Lisa Ellen Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORNERSTONE MANAGEMENT, INC.?

CORNERSTONE MANAGEMENT, INC. has approximately 18 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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