AdvisorOS Directory
Claim Profile
LS

Lynne Rachel Smith

CORNERSTONE ADVISORS INC·BELLEVUE, Washington
Unclaimed Profile
225 - 108TH AVENUE NE, BELLEVUE, WA 98004-5782CRD# 7089257Firm CRD# 110908
01

About

Lynne Rachel Smith is a registered financial advisor based in BELLEVUE, Washington, affiliated with CORNERSTONE ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CORNERSTONE ADVISORS INC
CORNERSTONE ADVISORS INC
AUM
$4.0B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at CORNERSTONE ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7089257
Firm CRD# 110908
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BELLEVUE?

Browse all registered financial advisors in BELLEVUE, Washington or claim this profile if it's yours.

Browse BELLEVUE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lynne Rachel Smith offer?
Lynne Rachel Smith specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Lynne Rachel Smith's credentials?
Lynne Rachel Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynne Rachel Smith located?
Lynne Rachel Smith is based in BELLEVUE, Washington, working with CORNERSTONE ADVISORS INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Lynne Rachel Smith charge for services?
Lynne Rachel Smith'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 ADVISORS INC?
CORNERSTONE ADVISORS INC has approximately 55 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CORNERSTONE ADVISORS INC

David K Freudenberg
BELLEVUE, WA
P. Kerry Bunday
BELLEVUE, WA
Robert Falcon Scott Trenner
BELLEVUE, WA
Bruce Floyd Duff
BELLEVUE, WA
Charles Herbert Hammond
BELLEVUE, WA
Jeffrey Alan Huse
BELLEVUE, WA

More Advisors in BELLEVUE, Washington

Thomas Eaton Parkhurst
ALTRAVUE CAPITAL, LLC·BELLEVUE, WA
Christopher Neil Orndorff
CERCANO MANAGEMENT LLC·BELLEVUE, WA
Gabrielle Glemann
CERCANO MANAGEMENT LLC·BELLEVUE, WA
Joel S Petersen
SOUND LEGACY WEALTH ADVISORS, LLC·BELLEVUE, WA
Scott Adair Oswald
BRISTLECONE ADVISORS LLC·BELLEVUE, WA
Aaren N Strand
RAM INVESTMENT PARTNERS, LLC·BELLEVUE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)KIRKLAND (52)GIG HARBOR (40)REDMOND (38)MERCER ISLAND (31)EDMONDS (24)
City Guides
SEATTLE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile