Advisor at Cornerstone Asset Management
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Firm
Cornerstone Asset Management
Location
Winchester, VA 22601
Credentials
Series 63, Series 65
Industry experience
40 years
Dennis Connor is a financial advisor at Cornerstone Asset Management with 40 years of industry experience. He has held positions at Syndicated Capital Inc. from 2003 to 2021 and has been with Cornerstone Asset Management since 1993. He holds Series 63 and Series 65 licenses. Cornerstone Asset Management serves individual investors, trusts, estates, retirement plans, and small businesses. The firm constructs growth-and-income portfolios using fundamental and technical analysis and manages client assets primarily on a non-discretionary basis.
1.50% annually
Account minimum: $50,000
116 South Stewart St
Winchester, VA 22601
Maryland · Virginia
Syndicated Capital Inc.
2003 - 2021 (18 years)
#Ia Cornerstone Asset Management, Inc.
1993 - Present (33 years)
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PFS™, Series 65
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Series 63, Series 65
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Cornerstone Asset Management
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Westbourne Investments, Inc.
CFP®
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