AC
AC

Ashley Amber Cross

1 Year 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

7417 Mexico Road, Suite 104, St. Peters, MO, 63376

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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

Ashley operates Cornerstone Wealth Portfolios as a DBA for her LPL business and provides administrative support to Cornerstone Wealth Management LLC, an independent investment advisor firm. She dedicates a full-time effort to the administrative role.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
November 2024 - Present · 1 yr 3 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 2 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.