Lucinda A Salinas
Investment Adviser Representative at Cornerstone Wealth Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lucinda A. Salinas is an investment adviser representative with Cornerstone Wealth Advisors, Inc. in Aiken, SC, where they have been registered since 2020. They have worked in the securities industry since 1990 and have been registered with 6 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and South Carolina.
Registrations & licenses
- Investment adviser:
- California, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2011 – Feb 2017Newport Beach, CA
- Cornerstone Wealth Advisors, Inc.Feb 2017 – Oct 2020Dana Point, CA
- Independent Insurance AgentAug 2011 – no end date reportedDana Point, CA
- Cornerstone Wealth Advisors, Inc.Jul 2020 – no end date reportedCarlsbad, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cornerstone Wealth Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, wealth management, 401(k) & retirement plans, legacy planning, income & wealth protection, and charitable giving.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Carlsbad, CA
- SEC file number:
- 801-132490
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 13, 2026
View full firm profileOther advisors at Cornerstone Wealth Advisors, Inc.
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucinda A Salinas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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