Advisor at Cornerstone Wealth Advisors, Inc.
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 Wealth Advisors, Inc.
Location
Aiken, SC
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
35 years
Lucinda Salinas is a CFP® and ChFC® with 35 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. since 2017. Her prior experience includes six years at Merrill Lynch and work as an independent insurance agent. She is an officer of the Women Business Institute, a nonprofit focused on fundraising to support education programs for women business professionals. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million, offering portfolio management through proprietary models and custom portfolios with an emphasis on fundamental investment analysis and client-specific asset allocation.
Based on Cornerstone Wealth Advisors, Inc.
Based on Cornerstone Wealth Advisors, Inc.
Financial Planning Services flat fee up to $10,000
$0 - $250,000: 1.50% annually $250,000.01 - $500,000: 1.40% annually $500,000.01 - $750,000: 1.30% annually $750,000.01 - $1,000,000: 1.20% annually $1,000,000.01+: Negotiable Rate
Wealth advisors may receive commissions on insurance products sold to clients
Financial Planning Services charged at $250 per hour
Account minimum: $25,000 for Model Portfolio Program; $1,000,000 for Custom Portfolio Program (both may be waived at firm's discretion) Fee-only: Financial Planning Services charged hourly or fixed fee
Aiken, SC
California · South Carolina
Cornerstone Wealth Advisors, Inc.
2020 - Present (6 years)
Cornerstone Wealth Advisors, Inc.
2017 - 2020 (3 years)
Independent insurance agent
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Aiken, SC
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Series 65
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CFA®, Series 63, Series 65
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Wynn Capital
Series 65
Aiken, SC
Integrated Planning LLC
Series 63, Series 65
Aiken, SC
Parvin Asset Management, LLC
Series 65
Aiken, SC
Integrated Planning LLC
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