Esther L. Bodman
Professional summary
Esther Laurie Bodman, who also goes by Ester Glenn Bodman, Esther Laurie Glenn, Ester Laurie Glenn, is a registered financial advisor currently at CORNERSTONE WEALTH PLANNING located in Charlotte, North Carolina.
Esther is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Esther has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Esther Laurie Bodman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2018 - Present
CORNERSTONE WEALTH PLANNING
Office #1: 7810 Ballantyne Commons Parkway Suite 200, Charlotte, NC 28277May 20, 2004 - June 3, 2013
RONALD BLUE & CO., LLC
August 14, 1998 - December 31, 1999
UAM FUND DISTRIBUTORS, INC.
January 1, 1991 - June 29, 1998
STERLING CAPITAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
CORNERSTONE WEALTH PLANNING
CRD#: 166886 / SEC#: 801-119224
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2018)
Exams
Current Firm
CORNERSTONE WEALTH PLANNING
CRD#: 166886 / SEC#: 801-119224
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,113 |
| AUM (Assets Under Management) | $ 377,153,984 |
Red Flags
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