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Robert Carper

Cornerstone Advisors LLC

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About Robert Carper

Robert Carper is an Investment Advisor Representative with Cornerstone Advisors LLC. Robert is licensed to offer advisory services in Arkansas. Cornerstone Advisors LLC is based in Fayetteville, Arkansas, and offers financial planning, portfolio management for individuals and businesses, and pension consulting. Robert has been working in the financial services industry for over 10 years. He holds Series 7, 63, and 65 securities licenses.

Firm Information

Robert Carper 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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Robert Carper’s Registration & Firm History

AR

03/07/2024 - Present

Cornerstone Advisors LLC (FAYETTEVILLE AR)

CO

05/29/2023 - 03/05/2024

CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 06/23/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Carper.
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