Vondal Davidson

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About Vondal Davidson

Vondal specializes in Retirement Planning, Debt Management, and Tax Planning. He is part of the Investment Policy Committee at Cornerstone Wealth Management and a member of the President Advisory Board at Freed-Hardeman University. He holds the series 7,63 and 66 licenses through LPL Financial. Vondal works diligently with each client to develop a customized financial plan to help them pursue their personal goals. My mission is to help clients and families pursue and maintain financial freedom." Vondal works with clients to help preserve the wealth they've created, as they continue building a legacy for the future generations of family. In his free time, Vondal enjoys the outdoors, attending church with his family and spending time with his new grandson

See Disclosures

General Information

Firm Start Year

1996

CRD#

4275359

Firm CRD#

164666

Name of Broker/Dealer

LPL Financial

States Licensed in

TN, MO, TX, FL and GA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Vondal has been a financial advisor for over 25 years. He was with Edward Jones for 17years before he had the opportunity to open his own firm with Cornerstone Wealth Management in 2015.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 63, Series 7

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Annuity

Firm Information

Total Assets Under Management by Advisor

$62 Million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

1.35%

Additional Details on Charges

1.35% up to $1 Million 1% over $Million .75% at $2Million .50% at $3 Million

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advise offered through Cornerstone Wealth Management, a registered investment advisor. Cornerstone Wealth Management and all its DBAs are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,AR,CA,FL,GA,IL,IN,KY,MI,MO,NJ,SC,TN,TX,VA,VI,WV

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Paladin Research Report For:

Cornerstone Wealth Management