Lorraine Wilson
Cornerstone Advisors NW, LLC

4041 Ruston Way, Ste. 102
Tacoma, WA 98402
Cornerstone Advisors NW, LLC | Financial Advisor in Tacoma ,WA

About Cornerstone Advisors NW, LLC

Cornerstone Advisors NW, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We?ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.


General Information

Name of Broker/Dealer:   LPL Financial
States Licensed in:   AL, AK, CA, CO, IL, MT, OR, TX, UT, VA, WA
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services

Investment Types:   Stocks , Mutual Funds , Bonds , Insurance , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your office , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Variable Life , Variable Annuity

Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Based on Assets


Lorraine Wilson

Lorraine Wilson

CRPC®

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM