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Annabeth Grace Wilkes

Cornerstone Wealth

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About Annabeth Grace Wilkes

Annabeth Wilkes is a financial advisor at Cornerstone Wealth. Annabeth has been in the financial services industry since 2019 and is registered with the state of North Carolina. She is a Certified Financial Planner™ and holds the Series 63, Series 7TO, and SIE licenses. Annabeth has experience providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. She is committed to helping clients achieve their financial goals.

Firm Information

Annabeth Wilkes is currently registered with Cornerstone Wealth. Cornerstone Wealth is an independent financial advisory firm based in Huntersville, NC. They specialize in providing comprehensive financial planning, investment management, and retirement planning solutions to individuals, families, and businesses. The firm manages over $1.29 billion in assets for approximately 2,093 clients. Cornerstone Wealth also offers a variety of other services, including credit and cash management, insurance solutions, and selection of other advisors. They are committed to building long-term relationships with clients and providing them with personalized financial guidance.
Cornerstone Wealth

16810 KENTON DRIVE

HUNTERSVILLE, NC 28078

$1.29B

Assets Under Management

50

Total Clients

33

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions

Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions

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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other

Revenue sharing on eligible credit and cash management solutions

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Annabeth Wilkes’s Registration & Firm History

NC

01/04/2024 - Present

Cornerstone Wealth (Charlotte NC)

NC

09/09/2019 - 04/15/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annabeth Grace Wilkes.
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