Esther Bodman

from Cornerstone Wealth Planning
SEC regulated
Regulated Investment Advisor
Esther Bodman is a financial advisor based in North Carolina, Charlotte, with 34 years of experience. Esther currently works for Cornerstone Wealth Planning. Esther maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Esther Bodman works at Cornerstone Wealth Planning
Cornerstone Wealth Planning is a financial advisory firm based in Charlotte, North Carolina. It currently has approximately $305,895,504 of assets under management and employs about 13 people. Cornerstone Wealth Planning uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, North Carolina, 28277

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