Lorraine Wilson

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.

16 Years of Experience



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:   Businesses , Non-Profit Organizations , Individual Investors


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Annuity , Variable Life
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 & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Based on Assets



FAQs

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