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Brenda Hance Pressley

Cornerstone Wealth

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About Brenda Hance Pressley

Brenda Pressley is a financial advisor with Cornerstone Wealth. Brenda has been in the financial services industry since 1999. Brenda holds the Series 66, Series 7, and SIE licenses. Brenda is also a Certified Public Accountant (CPA). Brenda has experience providing financial planning, portfolio management and tax preparation services to individuals, corporations and high net worth individuals. Brenda works with clients in the Huntersville, North Carolina area.

Firm Information

Brenda Pressley 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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Brenda Pressley’s Registration & Firm History

NC

01/03/2018 - Present

Cornerstone Wealth (Huntersville NC)

NC

06/01/2005 - 09/08/2015

AXA ADVISORS, LLC (DAVIDSON NC)

NY

12/03/2003 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

MA

10/23/2001 - 11/17/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/23/2001 - 11/17/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

11/12/1999 - 10/16/2001

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

TX

08/14/1999 - 10/29/1999

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

IA

Issued 11/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/13/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenda Hance Pressley.
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