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Alan Joseph Thomilson

Cornerstone Securities LLC

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About Alan Joseph Thomilson

Alan Thomilson is a financial advisor with over 30 years of experience in the industry. He is currently registered with Cornerstone Securities LLC and is licensed to provide investment advisory services in Illinois and Missouri. Alan has previously held positions at Ameriprise Financial Services, Inc., Lincoln Financial Securities Corporation, OneAmerica Securities, Inc., NFP Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. He holds the Series 63, Series 65 and Series 7 licenses. Alan's areas of expertise include financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Alan Thomilson is currently registered with Cornerstone Securities LLC. Cornerstone Securities LLC is an investment advisor with 9 licensed agents and 9 investment advisor representatives. The firm manages $99 million in assets for 600 clients, primarily individuals other than high-net-worth individuals. Cornerstone Securities offers financial planning and portfolio management services, as well as assistance in selecting other advisors.

$99.00M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Thomilson’s Registration & Firm History

IL

08/21/2018 - Present

Cornerstone Securities LLC (Edwardsville IL)

MO

11/17/2017 - 08/17/2018

AMERIPRISE FINANCIAL SERVICES, INC. (Clayton MO)

IL

08/15/2011 - 12/05/2017

LINCOLN FINANCIAL SECURITIES CORPORATION (EDWARDSVILLE IL)

IL

08/12/2005 - 08/31/2011

ONEAMERICA SECURITIES, INC. (EDWARDSVILLE IL)

TX

05/19/2005 - 06/13/2005

NFP SECURITIES, INC. (AUSTIN TX)

MA

02/03/1989 - 05/13/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/03/1989 - 05/13/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NA

07/20/1988 - 08/30/1988

HIBBARD BROWN & CO., INC.

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Licenses & Designations

IA

Issued 10/06/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 8 public disclosures for Alan Joseph Thomilson. Review regulatory record here.
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