VondalDavidson- Financial Advisor Dyersburg, TN

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About Vondal Davidson

Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence.

At Cornerstone, the advisors ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client's interests and strive to preserve the client's assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future.

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

Assets Managed 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

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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:

Vondal Davidson

Cornerstone Wealth Management