Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Michael Smith is a financial advisor with Cornerstone Wealth Management, LLC, and has been in the industry since December 9, 2010. Brandon is registered in California and is licensed as a Registered Representative and Investment Advisor Representative. Brandon also owns and operates Lifetime Planning, Inc., which provides financial planning for fixed fees and hourly financial planning advice. Brandon spends approximately 10% of their time on Lifetime Planning, Inc. Brandon also provides pilot services and aircraft management for aircraft owners. Brandon spends approximately 30% of their time on this business. Brandon is a member of the Securities Industry and Financial Markets Association (SIFMA) and the National Association of Personal Financial Advisors (NAPFA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Lpl sponsored advisory programs; investment management & research subscription licensing
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
02/14/2018 - Present
Cornerstone Wealth Management, LLC (ST. PETERS MO)
NE
09/24/2001 - 01/02/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 07/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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