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Meco Bobby Womack

CORNERSTONE FINANCIAL PARTNERS, LLC·HUNTERSVILLE, North Carolina
Clean recordCORNERSTONE FINANCIAL PARTNERS, LLC
16810 KENTON DRIVE, HUNTERSVILLE, NC 28078CRD# 4014408Firm CRD# 157935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Meco Bobby Womack · HUNTERSVILLE, NC
Registration
CRD #4014408 · CORNERSTONE FINANCIAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Meco Bobby Womack is a registered financial advisor based in HUNTERSVILLE, North Carolina, affiliated with CORNERSTONE FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CORNERSTONE FINANCIAL PARTNERS, LLC
CORNERSTONE WEALTH
AUM
$805M
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at CORNERSTONE FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4014408
Firm CRD# 157935
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Meco Bobby Womack offer?
Meco Bobby Womack specializes in Financial Planning, Investment Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.
What are Meco Bobby Womack's credentials?
Meco Bobby Womack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meco Bobby Womack located?
Meco Bobby Womack is based in HUNTERSVILLE, North Carolina, working with CORNERSTONE FINANCIAL PARTNERS, LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.
How does Meco Bobby Womack charge for services?
Meco Bobby Womack's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE FINANCIAL PARTNERS, LLC?
CORNERSTONE FINANCIAL PARTNERS, LLC has approximately 44 employees and manages $805M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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