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Alan Robert Rader

Cornerstone Wealth Management Group

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About Alan Robert Rader

Alan Rader is an Investment Advisor Representative at Cornerstone Wealth Management Group. Alan is a licensed Investment Advisor Representative in Tennessee. Alan has been in the financial industry since May 2013. Alan specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group is a Registered Investment Advisor (RIA) headquartered in Greeneville, Tennessee. The firm provides financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group manages over $190 million in assets for over 1,275 clients.

Firm Information

Alan Rader is currently registered with Cornerstone Wealth Management Group. Cornerstone Wealth Management Group is a financial advisory firm based in Greeneville, TN. With over 190 million in regulatory assets under management, the firm provides financial planning, portfolio management for individuals, and educational seminars. They serve a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group is registered with the SEC and has a wrap fee program.
Cornerstone Wealth Management Group

517 N. MAIN STREET

GREENEVILLE, TN 37745

$190.57M

Assets Under Management

Not reported

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Rader’s Registration & Firm History

TN

08/25/2023 - Present

Cornerstone Wealth Management Group (GREENEVILLE TN)

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Licenses & Designations

IA

Issued 07/10/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Robert Rader.
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