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Robert Hon-lung Lo

Cornerstone Wealth Management, LLC

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About Robert Hon-lung Lo

Robert Hon-lung Lo is an Investment Advisor Representative at Cornerstone Wealth Management, LLC. Robert has been in the securities industry since 2009 and has been with Cornerstone Wealth Management, LLC since 2013. Robert is registered in 11 states and is a member of FINRA and the Securities Industry Essentials (SIE) examination. In addition to Cornerstone Wealth Management, LLC, Robert also holds other business licenses and has worked for LPL Financial LLC. Robert focuses on providing financial planning and asset management services to individuals, businesses, and charities.

Firm Information

Robert Lo is currently registered with Cornerstone Wealth Management, LLC. Cornerstone Wealth Management, LLC is an independent financial advisory firm with over 70 licensed agents and 87 investment advisor representatives. The firm, based in St. Peters, MO, manages over $3.2 billion in assets for a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a comprehensive suite of financial planning and investment management services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Cornerstone Wealth Management, LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Cornerstone Wealth Management, LLC

7417 MEXICO ROAD

ST. PETERS, MO 63376

$3.30B

Assets Under Management

6

Total Clients

79

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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lpl sponsored advisory programs; investment management & research subscription licensing

Lpl sponsored advisory programs; investment management & research subscription licensing

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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Robert Lo’s Registration & Firm History

WA

07/19/2013 - Present

Cornerstone Wealth Management, LLC (Bellevue WA)

WA

01/07/2009 - 07/17/2013

EDWARD JONES (REDMOND WA)

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Licenses & Designations

BOTH

Issued 01/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Hon-lung Lo.
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