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Benjamin Gregory Toben

15 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
93 advisors
Number of Clients
18,812 clients
Average Client Portfolio
$217K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13358 Manchester Road Suite 200, Des Peres, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin operates Cornerstone Wealth Management as a DBA for LPL business and as a Registered Investment Advisor Hybrid, dedicating full-time hours to these activities. He also serves on the Board of Aldermen for Manchester Municipal Government and is a season ticket holder selling tickets on Stubhub.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
September 2016 - Present · 9 yrs 5 mos
LPL Financial LLCBroker
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Edward Jones
January 2010 - August 2016 · 6 yrs 7 mos
Edward JonesBroker
December 2009 - August 2016 · 6 yrs 8 mos
State Registrations16 states
CACOCTFLGAILKSKYLAMIMOMSNJPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.