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Business Profile

Investment Management

Cornerstone Wealth Planning
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(704) 849-0123Write a Review

About

Overview

Cornerstone Wealth Planning

7810 Ballantyne Commons Pkwy STE 200

Charlotte, NC 28277-3416

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BBB Accreditation & Rating

Cornerstone Wealth Planning is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

BBB Accredited Since: 10/18/2017

Years in Business: 13

Business Details

Local BBB:
BBB of Southern Piedmont and Western N.C.
BBB File Opened:
9/29/2017
Business Started:
2/25/2013
Business Started Locally:
2/25/2013
Business Incorporated:
2/25/2013
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Cornerstone Planning, LLC
Business Management:
Mr. Chris Knight, Managing Director
Mr. Joel Salter
Number of Employees:
6

Additional Contact Information

Principal Contacts
Mr. Chris Knight, Managing Director
Customer Contacts
Mr. Chris Knight, Managing Director
Mr. Joel Salter
Fax numbers
Primary Fax: (704) 973-0065

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 166886 for this business, issued by Securities & Exchange Commission, US

Securities & Exchange Commission, US

450 5th St NW

Washington DC 20549

202-9428088

BBB records show a license number of 5240507 for this business, issued by Securities & Exchange Commission, US

Securities & Exchange Commission, US

450 5th St NW

Washington DC 20549

202-9428088

BBB records show a license number of 6511293 for this business, issued by Securities & Exchange Commission, US

Securities & Exchange Commission, US

450 5th St NW

Washington DC 20549

202-9428088

BBB records show a license number of 38426 for this business, issued by Certified Public Accountant Licensing Board, NC

Certified Public Accountant Licensing Board, NC

1101 Oberlin Rd Ste 104

Raleigh NC 27605

919-7334222

Additional Information

Business Categories
Investment Management, Tax Return Preparation, Financial Planning Consultants, Investment Seminars

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