Lucinda A. Salinas
Professional summary
Lucinda A Salinas, CFP®, who also goes by Lucinda A Herdman ^, Lucinda A Herdman, Lucinda Ann Herdman, Lucinda A Lach ^, Lucinda Ann Lach, Lucinda Lach, Lucinda Ann Salinas, is a registered financial advisor currently at CORNERSTONE WEALTH ADVISORS, INC. located in Aiken, South Carolina.
Lucinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Lucinda has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lucinda A Salinas's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
July 7, 2020 - Present
CORNERSTONE WEALTH ADVISORS, INC.
March 3, 2017 - October 21, 2020
CORNERSTONE WEALTH ADVISORS, INC.
August 24, 2011 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 23, 2011 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 21, 2010 - June 28, 2011
EQUITABLE ADVISORS, LLC
July 12, 2010 - June 28, 2011
EQUITABLE ADVISORS, LLC
November 29, 2007 - November 30, 2009
WOODBURY FINANCIAL SERVICES, INC.
November 19, 2007 - November 30, 2009
WOODBURY FINANCIAL SERVICES, INC.
July 17, 2007 - November 20, 2007
FSC SECURITIES CORPORATION
June 1, 2004 - November 20, 2007
FSC SECURITIES CORPORATION
April 24, 2003 - December 15, 2003
CAPITAL BROKERAGE CORPORATION
February 20, 2003 - April 28, 2003
GE INVESTMENT DISTRIBUTORS, INC
July 31, 2002 - September 20, 2002
FOOTHILL SECURITIES, INC.
July 29, 2002 - September 20, 2002
FOOTHILL SECURITIES, INC.
July 25, 2001 - November 30, 2001
WALNUT STREET SECURITIES, INC.
November 1, 1999 - November 16, 2000
THE ADVISORS GROUP, INC.
November 27, 1996 - April 14, 1999
LOCUST STREET SECURITIES, INC.
October 30, 1992 - June 26, 1996
USLIFE EQUITY SALES CORP.
December 19, 1986 - October 13, 1992
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
CORNERSTONE WEALTH ADVISORS, INC.
CRD#: 309544 / SEC#: 801-132490
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/7/2020)
(6/18/2025)
Exams
Current Firm
CORNERSTONE WEALTH ADVISORS, INC.
CRD#: 309544 / SEC#: 801-132490
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 425 |
| AUM (Assets Under Management) | $ 145,630,000 |
Red Flags
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