Leon E. Frush
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leon E. Frush III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
April 24, 2018 - Present
CORNERSTONE FINANCIAL
Office #1: 275 14th Street Nw, Atlanta, GA 30318March 3, 2014 - October 14, 2019
DEMPSEY LORD SMITH, LLC
August 23, 2007 - October 10, 2012
MSI FINANCIAL SERVICES, INC.
October 29, 2004 - August 24, 2005
MML INVESTORS SERVICES, LLC
October 17, 2002 - August 23, 2005
ATEL SECURITIES CORPORATION
February 18, 2000 - October 9, 2002
ESSEX NATIONAL SECURITIES, LLC
December 7, 1998 - July 13, 1999
INLAND SECURITIES CORPORATION
April 4, 1997 - February 15, 1999
CAPTEC SECURITIES CORPORATION
June 9, 1995 - April 11, 1996
STONEX SECURITIES INC.
January 4, 1989 - February 3, 1994
BUCKHEAD FINANCIAL CORPORATION
May 14, 1987 - January 25, 1989
BERACHAH SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/24/2018)
Exams
Current Firm
CORNERSTONE FINANCIAL
CRD#: 125494 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 330 |
| AUM (Assets Under Management) | $ 104,000,000 |
Red Flags
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.
