Charles Paul Wray
Investment adviser representative at Cornerstone Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$4.9BFirm assets
14 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 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.
- Cornerstone Wealth Management, LLCMay 2021 to now
- Cornerstone Wealth Management LLC dba Vine Wealth ManagementMay 2021 to now
- LPL Financial, LLCNov 2020 to now
- Cornerstone Wealth ManagementJun 2020 to Apr 2021
- Vine Wealth ManagementJun 2019 to Nov 2020
- Northwestern MutualDec 2018 to Apr 2019
- Cheddars RestaurantJul 2018 to Nov 2018
- University of Missouri ColumbiaAug 2015 to May 2020
- Old Hickory Country ClubMay 2015 to May 2017
- SubwaySep 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7050789
- Firm CRD
- 164666