Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Jacob Wright is an Investment Advisor Representative at Cornerstone Management, Inc.. Colby Jacob Wright has been in the industry since 2013 and has experience in financial planning, portfolio management, and pension consulting. Cornerstone Management, Inc. is a firm based in Duluth, GA that provides advisory services to individuals, businesses, and charitable organizations. The firm has a long history of providing sound financial advice and has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals.
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.
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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GA
08/07/2023 - Present
Cornerstone Management, Inc. (DULUTH GA)
IA
Issued 08/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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