Advisor at Cornerstone Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cornerstone Advisors LLC
Location
Conway, AR
Credentials
ChFC®, Series 65, Series 66
Industry experience
17 years
Lee Sanders is a financial advisor with Cornerstone Advisors LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, with prior roles at MassMutual Financial Group and Guardian Life Insurance Company. Outside of advising, he serves as Chief Revenue and Strategy Officer for a Texas-based green energy start-up. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals, pension plans, and business entities. The firm employs a variety of analytical methods to create tailored investment strategies and manages several hundred million dollars in assets across a limited number of client relationships.
Based on Cornerstone Advisors LLC
Based on Cornerstone Advisors LLC
2.00%
$150 to $250 per hour for financial planning services.
Account minimum: No account minimum for any of CAL’s services
Conway, AR
Louisiana
Cornerstone Advisors LLC
2023 - Present (3 years)
Cornerstone Financial Network
2022 - Present (4 years)
Guardian life Insurance Company
2020 - Present (6 years)
Park Avenue Securities
2020 - Present (6 years)
Guardian Life/Park Avenue Securities
2019 - 2022 (3 years)
Park Avenue securities
2019 - 2020 (1 year)
Guardian life Insurance Company
2019 - 2020 (1 year)
MassMutual Financial Group/MMLISI, LLC
2010 - 2019 (9 years)
Mass Mutual LIfe Insurance Company
2010 - 2019 (9 years)
Mml Investors Services Inc
2010 - 2019 (9 years)
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Series 63, Series 65
Greenbrier, AR
Financial Professionals Incorporated
CFA®
Vilonia, AR
Eagle Valley Wealth Management
Series 65
Conway, AR
Antoine Wealth Management
Series 66
Conway, AR
Riverland Wealth Management
Series 65
Conway, AR
Riverland Wealth Management
Series 63, Series 66
Conway, AR
Crews & Associates, inc.
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