During a lunch with an Executive Director of a local charity that currently qualifies as a tax-exempt 501(c)(3), I heard him remark that he is a constant advocate for both…
© Copyright 2023. All Rights Reserved.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Cornerstone Wealth Strategies, Inc.,
a registered investment advisor and separate entity from LPL Financial.
* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
Click below to access Cornerstone’s disclosure documents:
– Client Relationship Summary (CRS)
– Disclosure Brochure
– Wrap Fee Brochure
– Privacy Policy
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, HI, NM, NV, OR, SC, TX, UT, WA
