Advisor at Cornerstone Securities 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.
Location
Shady Cove, OR
Credentials
Series 63, Series 66
Industry experience
38 years
Steven Stratton is a financial advisor with Cornerstone Securities LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Cornerstone Securities since 2019 and previously worked at PlanMember Securities Corporation. Outside of his advisory role, Stratton is active in community service through the Upper Rogue Rotary and is involved with Legal Shield as a member and distributor of legal counsel membership services. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates as a team, providing client-directed asset management, third-party advisory program selection, and standalone financial planning or consulting services.
Based on Cornerstone Securities LLC
Based on Cornerstone Securities LLC
up to $10,000 for financial planning services
up to 2% of the account balance annually, negotiable
up to $500 per hour
Shady Cove, OR
California · Oregon
Cornerstone Securities LLC
2019 - Present (7 years)
PlanMember Securities Corporation
2017 - 2019 (2 years)
Steven M. Stratton dba SNS Global, Inc.
1984 - Present (42 years)
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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.
Series 66
Eagle Point, OR
Cornerstone Securities LLC
Mason Carhart is a financial advisor with Cornerstone Securities LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Sierra Ridge Wealth Management and NEXT Financial Group, Inc. Outside of advisory work, Mason serves as a board member for the Medford Parks and Recreation Foundation and is the owner of an insurance agency specializing in life, health, long-term care, property and casualty, and disability insurance. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm delivers advisory work through a team of representatives who develop portfolio strategies, offer third-party advisory program selections, and provide standalone financial planning or consulting services.
Series 63, Series 65, Series 66
Shady Cove, OR
OSAIC
Mark Degner is a financial advisor with Osaic Wealth, Inc. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience. His prior roles include positions at Ameriprise and LPL Financial. Outside of advising, he oversees several sole proprietorships involved in property management and development. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory services supported by technology-driven investment processes and access to various custodial platforms and third-party managers.
Series 63, Series 66
Eagle Point, OR
Edward Jones
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