Leon E. Frush Iii
CFP®Professional Summary
Leon E. Frush III, CFP®, who also goes by Lee Frush, Leon Edgar Frush III, is a registered financial advisor currently at CORNERSTONE FINANCIAL located in Atlanta, Georgia. Leon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Leon has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Long-term Care
- Retirement Income Management
- Comprehensive Financial Planning
- Insurance Planning
- Socially Responsible Investing
- Divorce Planning
- Elder Care
- Employee and Employer Plan Benefits
- Retirement Planning
- Inheritance
- Estate Planning
- Investment Planning
Other Aliases
Lee Frush, Leon Edgar Frush Iii
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
CORNERSTONE FINANCIAL | CORNERSTONE FINANCIAL MANAGEMENT, LLC | CORNERSTONE FINANCIAL MANAGEMENT
Contact Information
Main Address
275 14th Street Nw, Atlanta, GA 30318Phone Number
(404) 874-3111# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
313AUM (Assets Under Management)
$118,000,000Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CORNERSTONE FINANCIAL | CORNERSTONE FINANCIAL MANAGEMENT, LLC | CORNERSTONE FINANCIAL MANAGEMENT
State Registrations and Notice Filings
(4/24/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Leon E. Frush III's CRS (Customer Relationship Summary).
Services Offered by Leon
- Long-term Care
- Retirement Income Management
- Comprehensive Financial Planning
- Insurance Planning
- Socially Responsible Investing
- Divorce Planning
- Elder Care
- Employee and Employer Plan Benefits
- Retirement Planning
- Inheritance
- Estate Planning
- Investment Planning
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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PFS INVESTMENTS INC.
