Larry Bridwell

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 06/2018
  Lincoln Financial Distributors
  Radnor, PA
• 06/2018 → Present
  Lpl Financial Llc
  Washington, MO
• 06/2018 → Present
  Cornerstone Wealth Management, Llc
  Washington, MO

Other Businesses

1) 2018-06-28 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Management, LLC - Registered Investment Advisor - Y - at reported business location(s) - 2018-06-18 - 160hrs/mth - hrs/mth during trading - 2) 2018-06-28 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Management - Registered Investment Advisor DBA - Y - at reported business location(s) - 2018-06-18 - 160hrs/mth - hrs/mth during trading - 3) 2018-07-02 - Captain Asset Management LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2018-06-29 - 80hrs/mth - 80hrs/mth during trading 4) 2018-07-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Steamboat Financial Group / None - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2018-06-29 - 80hrs/mth - 80hrs/mth during trading 5) 2022-11-16 - The Pickett Group - Non-Variable Insurance - Y - at reported business location(s) - 2022-10-27 - 2hrs/mth - 0hrs/mth during trading 6) 2023-02-08 - The Pickett Group Inc - Non-Variable Insurance - Y - at reported business location(s) - 2023-01-27 - 1hrs/mth - 1hrs/mth during trading 7) 2023-02-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Portfolios / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-02-13 - 80hrs/mth - 80hrs/mth during trading 8) 2024-01-02 - Broker Services Marketing Group - Non-Variable Insurance - Y - at reported business location(s) - 2023-12-27 - 2hrs/mth - 0hrs/mth during trading 9) 2026-05-08 - Legacy Harbor Wealth Management - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2026-05-05 - 80hrs/mth - 80hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-20
• S63 Uniform Securities Agent State Law Examination
  1996-01-31

Other Names

• Larry David Bridwell