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Erik Eugene Thompson

Investment adviser representative at Cornerstone Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.9BFirm 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
  • Pension consulting

Experience

14 years in the industry.

  1. Cornerstone Wealth Management, LLCDec 2012 to now
  2. LPL Financial LLCDec 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Cornerstone Wealth Management, LLC

$4.9BAssets managed
12,691Clients
90Advisers
14 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
5272154
Firm CRD
164666
Advisor's SEC record (opens in a new tab)
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