KD
Kevin M. Drummond
CORNERSTONE ADVISORY
MANDEVILLE, LA 70471
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CRD#: 7792298
KD
Professional summary
Kevin Michael Drummond is a registered financial advisor currently at CORNERSTONE ADVISORY located in Mandeville, Louisiana.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kevin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Drummond's 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®
NoneExperience
Current
August 4, 2023 - Present
CORNERSTONE ADVISORY
Office #1: 801 Asbury Drive Suite D, Mandeville, LA 70471RIA
CRD#: 120363
MANDEVILLE, LA
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
Louisiana(8/4/2023)
Exams
Current Firm
CA
CORNERSTONE ADVISORY
CORNERSTONE ADVISORY | CORNERSTONE FINANCIAL, LLC | CORNERSTONE CONSULTING, INC.
CRD#: 120363 / SEC#: 801-61114
RIA
Registered Investment Advisory firm - (6/13/2002 Terminated)Louisiana
Registered Investment Advisory firm - (6/6/2002 Approved)Texas
Registered Investment Advisory firm - (12/15/2015 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Asbury Drive Suite D, Mandeville, LA 70471
Mailing Address
Po Box 8934, Mandeville, LA 70470-8934
Phone number
(985) 626-7574
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 233 |
| AUM (Assets Under Management) | $ 17,074,786 |
Red Flags
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