Unclaimed Profile

Rachel Lee Posner

CORNERSTONE WEALTH GROUP, LLC·HUNTERSVILLE, North Carolina

SIE, Series 7, Series 24, Series 51, Series 52, Series 63, Series 65Clean record16 years registeredCORNERSTONE WEALTH GROUP, LLC

16810 KENTON DRIVE, HUNTERSVILLE, NC 28078CRD# 3275176Firm CRD# 289971

Profile Verification

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

Identity

Rachel Lee Posner · HUNTERSVILLE, NC

Registration

CRD #3275176 · CORNERSTONE WEALTH GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE WEALTH

Feb 2018 – present

MUTUAL SECURITIES, INC.

Jan 2018 – present

SIGNATURE INTELLIGENT PORTFOLIOS, LLC

Aug 2015 – Feb 2018

LOS ANGELES, CA

SIGNATURE INVESTMENT ADVISORS, LLC

May 2012 – Feb 2018

LOS ANGELES, CA

SEIA

Apr 2010 – Feb 2018

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 52

Series 63

Series 65

Registration record

First registered · April 14, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE WEALTH GROUP, LLC

CRD 289971 · SEC 801-112164

AUM

$1.3B

Regulatory assets under management

Employees

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

View all advisors at CORNERSTONE WEALTH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Rachel Lee Posner offer?

Rachel Lee Posner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.

What are Rachel Lee Posner's credentials?

Rachel Lee Posner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachel Lee Posner located?

Rachel Lee Posner 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 Rachel Lee Posner charge for services?

Rachel Lee Posner'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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