Hybrid managing $160 million switches to LPL from Advisor Group
Cornerstone Financial Planning in Florida is led by a brother-sister team
Cornerstone Financial Planning, a hybrid firm that’s based in Fort Myers, Florida, and manages $160 million, has changed its broker-dealer affiliation and registered investment adviser platform to LPL Financial from Securities Service Network, which is part of Advisor Group.
Cornerstone is led by Ed Bell III and Gretchen Collins, who are siblings.
The firm was founded by Bell and his late father in 2001. Collins joined her brother at the firm from Wells Fargo Advisors in 2017.
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