Unclaimed Profile

Meco Bobby Womack

CORNERSTONE FINANCIAL PARTNERS, LLC·HUNTERSVILLE, North Carolina

SIE, Series 6TO, Series 7, Series 14, Series 22TO, Series 24, Series 26, Series 39, Series 52TO, Series 53, Series 63, Series 66, Series 82TO, Series 99TOClean record19 years registeredCORNERSTONE 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 · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE FINANCIAL PARTNERS, LLC

LPL FINANCIAL LLC

Aug 2017 – Aug 2019

FORT MILL, SC

CORNERSTONE WEALTH

Apr 2016 – Aug 2017

Huntersville, NC

LPL FINANCIAL LLC

Apr 2014 – Apr 2016

FORT MILL, SC

TIAA-CREF ADVICE AND PLANNING SERVICES

Mar 2013 – Apr 2014

CHARLOTTE, NC

LPL FINANCIAL LLC

Jan 2010 – Feb 2013

CHARLOTTE, NC

UVEST FINANCIAL SERVICES GROUP, INC.

May 2007 – Dec 2011

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 14

Series 22TO

Series 24

Series 26

Series 39

Series 52TO

Series 53

Series 63

Series 66

Series 82TO

Series 99TO

Registration record

First registered · May 7, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE FINANCIAL PARTNERS, LLC

CRD 157935 · SEC 801-72561

AUM

$805M

Regulatory assets under management

Employees

4,141 client accounts

Services offered by CORNERSTONE FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Meco Bobby Womack offer?

Meco Bobby Womack specializes in Financial Planning, Investment Management.

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, last registered with CORNERSTONE FINANCIAL PARTNERS, LLC.

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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