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Timothy John Stearns

Cornerstone Securities LLC

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About Timothy John Stearns

Timothy John Stearns is a financial advisor with Cornerstone Securities LLC. Timothy has been working in the financial services industry since 2000 and has extensive experience in providing financial planning and portfolio management services. Timothy has a Series 7, Series 24, Series 63, Series 65 and SIE license and holds a designation. Timothy is registered as a Registered Investment Advisor (RIA) in Florida, Illinois and Missouri.

Firm Information

Timothy Stearns is currently registered with Cornerstone Securities LLC. Cornerstone Securities LLC is an investment advisor with 9 licensed agents and 9 investment advisor representatives. The firm manages $99 million in assets for 600 clients, primarily individuals other than high-net-worth individuals. Cornerstone Securities offers financial planning and portfolio management services, as well as assistance in selecting other advisors.

$99.00M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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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Timothy Stearns’s Registration & Firm History

IL

06/01/2015 - Present

Cornerstone Securities LLC (ARLINGTON HEIGHTS IL)

IL

07/30/2012 - 12/31/2023

CROWN CAPITAL SECURITIES, L.P. (ARLINGTON HEIGHTS IL)

IL

07/23/2007 - 06/20/2012

BROOKSTONE SECURITIES, INC. (ARLINGTON HEIGHTS IL)

IL

10/17/2003 - 07/23/2007

LASALLE ST SECURITIES, L.L.C. (PALATINE IL)

OH

04/20/2001 - 10/14/2003

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

FL

11/20/2000 - 05/07/2001

STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)

FL

02/04/2000 - 11/20/2000

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

FL

03/17/1998 - 09/21/1999

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

UT

02/22/1995 - 03/10/1997

ACAP FINANCIAL INC. (SALT LAKE CITY UT)

NY

06/27/1994 - 02/23/1995

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/28/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/24/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Timothy John Stearns. Review regulatory record here.
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