Pulse

Thursday, 11 August 2011 19:01

Cornerstone joins with LPL Financial

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Cornelius-based wealth management firm Cornerstone Financial Partners Inc., has joined LPL Financial to provide brokerage and investment advisory services to the firm and its clients.

LPL Financial, the largest independent broker/dealer in the country based on total revenue and with a sizable corporate office located in Charlotte, offers expertise in clearing, technology, compliance and customer service functions, and has more than $330 billion in advisory and brokerage assets. The move to LPL Financial also means Cornerstone Financial Partners becomes its own Registered Investment Advisor.

To learn more about Cornerstone Financial Partners, visit its new Web site at www.CFPWealthPlan.com or contact Senior Partner Andy Smith at 704-987-3410 or  This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

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