Leon E. Frush
Investment adviser representative at Cornerstone Financial
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$118MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Cornerstone FinancialJan 2013 to now
- Dempsey Lord Smith, LLCFeb 2012 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cornerstone Financial
Legal name: Cornerstone Financial Management, LLC
$118MAssets managed
200Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1639367
- Firm CRD
- 125494