Holly Lundberg (CRD# 1012404) is an Investment Advisor Representative working at Cornerstone Professional Advisor Services, LLC in New York, NY and has over 37 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Investment Corp. | New York, NY | Jun 2006 - Current | 17 |
| Carillon Investments, Inc. | New York, NY | Mar 2006 - Current | 18 |
| Union Central Life | New York, NY | Dec 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NY
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts432ACCOUNTS
-
Average Account Value$190,648
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MS, NJ, NY, TX
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