Unclaimed Profile

Jill Bangser Boynton

CORNERSTONE FINANCIAL PLANNING, LLC·PORTSMOUTH, New Hampshire

Series 7, Series 63Clean record27 years registeredCORNERSTONE FINANCIAL PLANNING, LLC

210 COMMERCE WAY, PORTSMOUTH, NH 03801CRD# 1260104Firm CRD# 129656

Profile Verification

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

Identity

Jill Bangser Boynton · PORTSMOUTH, NH

Registration

CRD #1260104 · CORNERSTONE FINANCIAL PLANNING, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC

Feb 2004 – Dec 2022

PORTSMOUTH, NH

MACKENSEN & CO INC

May 1999 – Mar 2004

HAMPTON, NH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 3, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE FINANCIAL PLANNING, LLC

CRD 129656 · SEC 801-107703

AUM

$306M

Regulatory assets under management

Employees

934 client accounts

Services offered by CORNERSTONE FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Jill Bangser Boynton offer?

Jill Bangser Boynton specializes in Financial Planning, Investment Management.

What are Jill Bangser Boynton's credentials?

Jill Bangser Boynton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Bangser Boynton located?

Jill Bangser Boynton is based in PORTSMOUTH, New Hampshire, last registered with CORNERSTONE FINANCIAL PLANNING, LLC.

How does Jill Bangser Boynton charge for services?

Jill Bangser Boynton'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 FINANCIAL PLANNING, LLC?

CORNERSTONE FINANCIAL PLANNING, LLC has approximately 7 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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