Andrea Lynn Pine
Investment adviser representative at Cornerstone Wealth
13 yearsExperience
1 stateRegistered in
$2.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cornerstone WealthJun 2023 to now
- Mutual Securities, Inc.Nov 2017 to now
- Cornerstone Financial PartnersSep 2014 to now
- LPL Financial LLCMay 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cornerstone Wealth
Legal name: Cornerstone Wealth Group, LLC
$2.5BAssets managed
2,506Clients
30Advisers
8 yearsIn 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
- 5263860
- Firm CRD
- 289971