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David Hoshour, financial advisor Indian Trail NC

David Hoshour

CRD Number: 1315143
Current Firm: Cornerstone Investment Services, Inc.
David Hoshour (CRD# 1315143) is an Investment Advisor Representative working at Cornerstone Investment Services, Inc. in Charlotte, NC and has over 31 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Cornerstone Investment Services Matthews, NC Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for David L. Hoshour
,
Phone Number: 7044884976
Advisor Website: http://www.CornerstoneInvestment.com
Firm Website: http://www.cornerstoneinvestment.com/
Registered State(s):
  • NC
Current Firm Details
Cornerstone Investment Services, Inc.
Firm's CRD Number: 118437
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $483,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

NC, SC, WY

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