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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Cornerstone Wealth Management, LLC dba Dixon Incorporated 3 years, 5 months May 2016 - Present
Lpl Financial, LLC 3 years, 6 months Apr 2016 - Present
Voya Financial Partners 1 year, 7 months Sep 2014 - Apr 2016
Voya Financial Advisors 1 year, 7 months Sep 2014 - Apr 2016
Ing Financial Advisers 4 years Sep 2010 - Sep 2014
Financial Network Investment Corporation 10 months Mar 2009 - Jan 2010
Multi Financial Securities Corporation 10 months Mar 2009 - Jan 2010
Ing Financial Partners, Inc. 6 years, 10 months Nov 2007 - Sep 2014
Are You
Matthew Alan Fall?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 2, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 2, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cornerstone Wealth Management, LLC

Last updated on June 18, 2019
    • $1.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 12K
      Accounts
    • $162.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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