Advisor at Cornerstone Wealth Management, LLC
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Firm
Cornerstone Wealth Management, LLC
Location
Dyersburg, TN 38024
Credentials
Series 63, Series 66
Industry experience
24 years
Vondal Davidson is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone and LPL Financial since 2015. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and uses a combination of advisor-led discretionary management, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.
Based on Cornerstone Wealth Management, LLC
Based on Cornerstone Wealth Management, LLC
Financial planning and consulting flat fees generally range from $500 to $5,000; Retirement consulting flat fees generally range from $750 to $10,000 annually.
$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%
Representatives may earn commissions for sales of securities or investment products in brokerage capacity, but not on advisory accounts.
Up to $400 per hour for financial planning and consulting; $250 per hour for retirement account consulting and management.
575 Mall Blvd Ste. L1
Dyersburg, TN 38024
Tennessee · Texas
Cornerstone Wealth Management, LLC
2015 - Present (11 years)
LPL Financial, llc
2015 - Present (11 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.
Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Series 63, Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Series 63, Series 65
Dyersburg, TN
LPL Financial
Series 66
Dyersburg, TN
Robert Baird & Co.
CFP®, Series 63
Dyersburg, TN
LPL Financial
Series 66
Dyersburg, TN
LPL Financial
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