Andrew Smith and Jeffrey Carbone, both Founding and Managing Partners of Cornerstone Wealth, were recently named among the Top 1,200 Financial Advisors in America by Barron’s, the world’s premier investing publication.
June 16, 2016- Cornerstone Wealth was awarded as a Top Registered Investment Adviser in The Financial Times. The Financial Times published the third edition of this report naming the 300 most elite registered investment advisors in the U.S. To ensure a list of established companies with deep, institutional expertise, The Financial Times examined the database of RIAs registered with the US Securities and Exchange Commission and selected those that reported to the SEC that had $300m or more in assets under management (AUM). The Financial Times’ methodology is quantifiable and objective. The RIAs had no subjective input.
HUNTERSVILLE, NC –MARCH 10, 2016– Andrew Smith and Jeffrey A. Carbone of Cornerstone Wealth in Huntersville, NC were recently named among the Top 1,200 Financial Advisors in America by Barron’s, a leading financial magazine. Smith was recognized as No. 26 in North Carolina and Carbone, No. 16. Smith and Carbone are affiliated with LPL Financial, […]
Jeff Carbone of Cornerstone Financial Partners was recently named one of the “Top 1200 Financial Advisors in America” by Barron’s magazine, a leading financial magazine. Carbone was also recognized as the 18th advisor in North Carolina. Cornerstone Financial Partners is affiliated with LPL Financial LLC, the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).
Only a select group of financial advisors were recipients of this prestigious recognition, which highlights the most prominent men and women in the financial advisor industry. According to Barron’s, the rankings are based on data provided by more than 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Cornelius, North Carolina – Jeffrey A.Carbone, CFP®, of Cornerstone Financial Partners, Inc., has been named to the Financial Times’ list of Top 400 Financial Advisors for 2013. Cornerstone Financial Partners is a branch office of LPL Financial, the nation’s largest independent broker-dealer*.
The annual ranking by the Financial Times, a leading global business publication, is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the Financial Times, reflects each advisor’s performance in six primary areas including assets under management, asset growth, compliance record, experience, credentials and accessibility.
Cornelius, NC – Jeff Carbone, Brian Needleman, Craig Rubrecht, and Andy Smith, Senior Partners of Cornerstone Financial Partners, Inc. in Cornelius, NC announced that they were recognized as top financial advisors and named to the LPL Financial Chairman’s Council. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer*, and is awarded to less than two percent of the firm’s approximately 13,100 advisors nationwide.
Cornerstone Financial Partners, Inc. has been recognized as one of the 2012 Charlotte Five Star Managers! The award is based on 10 objective criteria associated withproviding quality services to clients such as credentials, experience and assets under management among other factors.
Charlotte, NC – Cornerstone Financial Partners, Inc. has been recognized by The National Association of Board Certified Advisory Practices as one of the top practitioners in the country. The award is based on an evaluation of twenty different practice categories such as assets under management, fee structure and philosophy among other factors with additional emphasis placed on risk management, financial planning, customer service, client education, experience and credentials.