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BP

Brenda H. Pressley

CORNERSTONE WEALTH
Huntersville, NC 28078
Some features on this profile are disabled
CRD#: 3250243
BP

Professional summary

Brenda Hance Pressley, who also goes by Brenda B Hance, is a registered financial advisor currently at CORNERSTONE WEALTH located in Huntersville, North Carolina.

Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brenda has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brenda B Hance

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.
(1)Brenda H Pressley, CPA, PA - (5)President & 100% shareholder (S-corp)-(4)The corporation provides tax preparation & accounting services, tax planning, payroll & bookkeeping services. (2)It is not investment related. (3) 116 S Main St, PO Box 1060, Davidson, NC 28036. (6)Started in March 2002. (7) 200 (8) 160 (9) My duties are primarily tax preparation, tax planning, & client relations. I also serve as Secretary/Treasurer for a local non-profit - Water Well Trust - as a convenience to those running the organization from Washington, DC & Davidson, NC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Hance Pressley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 3, 2018 - Present

CORNERSTONE WEALTH

Office #1: 16810 Kenton Drive Suite 200, Huntersville, NC 28078
RIA
CRD#: 289971
Huntersville, NC
Past

October 10, 2015 - December 31, 2017

CORNERSTONE WEALTH

RIA
CRD#: 157935
Huntersville, NC
Past

December 9, 2014 - September 8, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DAVIDSON, NC
Past

June 1, 2005 - September 8, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DAVIDSON, NC
Past

December 3, 2003 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

October 23, 2001 - November 17, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

October 23, 2001 - November 17, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 12, 1999 - October 16, 2001

TRUSTED SECURITIES ADVISORS CORP.

BD
CRD#: 24049
NEW YORK, NY
Past

August 14, 1999 - October 29, 1999

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CORNERSTONE WEALTH
CORNERSTONE ENTERPRISE SOLUTIONS GROUP | INVESTMENT DYNAMEX | CORNERSTONE WEALTH GROUP, LLC | CORNERSTONE WEALTH | CORNERSTONE SPORTS ADVISORY GROUP | CORNERSTONE RETIRE

CRD#: 289971 / SEC#: 801-112164

RIA
Registered Investment Advisory firm - (12/22/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(1/3/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/23/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/13/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/8/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/11/1999
General Securities Representative Examination

Current Firm

CW
CORNERSTONE WEALTH
CORNERSTONE ENTERPRISE SOLUTIONS GROUP | INVESTMENT DYNAMEX | CORNERSTONE WEALTH GROUP, LLC | CORNERSTONE WEALTH | CORNERSTONE SPORTS ADVISORY GROUP | CORNERSTONE RETIRE

CRD#: 289971 / SEC#: 801-112164

RIA
Registered Investment Advisory firm - (12/22/2017 Approved)
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Contact information

Main Address
16810 Kenton Drive Suite 200, Huntersville, NC 28078
Mailing Address
Phone number
(704) 987-3410
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts6,834
AUM (Assets Under Management)$ 2,108,342,140

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.

Company Information

CORNERSTONE WEALTH

CRD#: 289971Huntersville, NC 28078

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