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Clifford Padgett Hodge

CORNERSTONE WEALTH GROUP, LLC·HUNTERSVILLE, North Carolina
SIE, Series 6, Series 7, Series 63, Series 87CFAClean record10 years registeredCORNERSTONE WEALTH GROUP, LLC
16810 KENTON DRIVE, HUNTERSVILLE, NC 28078CRD# 5539479Firm CRD# 289971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford Padgett Hodge · HUNTERSVILLE, NC
Registration
CRD #5539479 · CORNERSTONE WEALTH GROUP, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

Apr 2018present
Feb 2016Mar 2018
GREENVILLE, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 87
Registration record
First registered · February 8, 2016
Years registered · 10
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE WEALTH GROUP, LLC
CRD 289971 · SEC 801-112164
AUM
$1.3B
Regulatory assets under management
Employees
50
2,093 client accounts
Services offered by CORNERSTONE WEALTH GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Clifford Padgett Hodge offer?
Clifford Padgett Hodge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.
What are Clifford Padgett Hodge's credentials?
Clifford Padgett Hodge holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Clifford Padgett Hodge located?
Clifford Padgett Hodge is based in HUNTERSVILLE, North Carolina, working with CORNERSTONE WEALTH GROUP, LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.
How does Clifford Padgett Hodge charge for services?
Clifford Padgett Hodge's firm is compensated through percentage of aum, subscription fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE WEALTH GROUP, LLC?
CORNERSTONE WEALTH GROUP, LLC has approximately 50 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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