LF
CFP
LF
CFP

Leon Frush

32 Years of Experience
Atlanta, GA

Leon Frush is a CFP-designated registered investment advisor at Cornerstone Financial, based in Atlanta, GA, with 32 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 204 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$104.0M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

275 14th Street Nw, Atlanta, GA, 30318

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Leon is a 50% partner in Barewood Inc., a rental real estate management company, since 1998. This activity takes about 10-20% of Leon's time.

Employment History
Current Registrations
Cornerstone Financial
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Dempsey Lord Smith, LLCBroker
March 2014 - October 2019 · 5 yrs 7 mos
Metlife Securities INC.Broker
August 2007 - October 2012 · 5 yrs 2 mos
MML Investors Services, INC.Broker
October 2004 - August 2005 · 10 mos
Atel Securities CorporationBroker
October 2002 - August 2005 · 2 yrs 10 mos
Essex National Securities, INC.Broker
February 2000 - October 2002 · 2 yrs 8 mos
Inland Securities CorporationBroker
December 1998 - July 1999 · 7 mos
Captec Securities CorporationBroker
April 1997 - February 1999 · 1 yr 10 mos
Investech Capital CorporationBroker
June 1995 - April 1996 · 10 mos
Buckhead Financial CorporationBroker
January 1989 - February 1994 · 5 yrs 1 mo
Berachah Securities CorporationBroker
May 1987 - January 1989 · 1 yr 8 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Leon Frush - Financial Advisor | TrueAdvisor