Patrick Hawkins
Investment adviser representative at Cornerstone Wealth
10 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
10 years in the industry.
- Cornerstone WealthJul 2026 to now
- Cornerstone Wealth Group, LLCJul 2026 to now
- Oakwood Capital Securities, Inc.Aug 2024 to May 2026
- 49 Wealth ManagementMar 2023 to May 2026
- Purshe Kaplan Sterling InvestmentsMar 2023 to Jan 2024
- UnemployedDec 2022 to Mar 2023
- Cornerstone WealthMay 2022 to Jul 2022
- Cornerstone WealthMay 2021 to Jul 2021
- Jeld WenMay 2020 to Jul 2020
- ImplusMay 2019 to Jul 2019
- North Harbor Yacht ClubJun 2018 to Jul 2018
- Clemson UniversityAug 2017 to Dec 2022
- UnemployedJul 2017 to Jul 2017
- Hough High SchoolAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7702076
- Firm CRD
- 289971