Kevin Ray Betts
Investment adviser representative at Cornerstone Wealth Management, LLC
21 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
21 years in the industry.
- LPL Financial, LLCOct 2021 to now
- Cornerstone Wealth Management, LLCSep 2021 to now
- Shark Fx, LLCFeb 2018 to Oct 2021
- Hz FoodsMay 2017 to Feb 2018
- Smitco Eateries, IncJul 2005 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 7442638
- Firm CRD
- 164666