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Lee Sanders

Cornerstone Advisors LLC

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About Lee Sanders

Lee Sanders is a financial advisor with Cornerstone Advisors LLC, licensed in Louisiana. Lee has experience in the financial services industry since 2007, and has worked at various firms, including Park Avenue Securities, MML Investors Services, LLC, and SWBC Investment Services, LLC. Lee is currently a Chief Revenue and Strategy Officer at New Alternative Green Energy, Inc. Lee specializes in providing portfolio management and financial planning services.

Firm Information

Lee Sanders is currently registered with Cornerstone Advisors LLC. Cornerstone Advisors LLC is a registered investment advisor located in Fayetteville, AR. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They manage approximately $276,933,985 in assets for 206 clients, with a focus on high-net-worth individuals and individuals other than high-net-worth.
Cornerstone Advisors LLC

4201 SHILOH DR

FAYETTEVILLE, AR 72703

$276.93M

Assets Under Management

Not reported

Total Clients

10

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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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.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Lee Sanders’s Registration & Firm History

AR

10/06/2023 - Present

Cornerstone Advisors LLC (Conway AR)

AR

05/06/2019 - 09/21/2022

PARK AVENUE SECURITIES LLC (CONWAY AR)

AR

08/10/2010 - 05/07/2019

MML INVESTORS SERVICES, LLC (LITTLE ROCK AR)

TX

08/27/2009 - 12/04/2009

SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)

AR

07/17/2007 - 04/27/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 02/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Lee Sanders. Review regulatory record here.
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