Lindsay Corneille (CRD# 4920119) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MI and has over 17 years of experience in the finance industry. Lindsay Corneille has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Plymouth, MI | Feb 2018 - Current | 6 |
| Raymond James Financial Services Advisors, Inc. | Plymouth, MI | Feb 2018 - Current | 6 |
| Morgan Stanley Private Bank, National Association | New York, NY | May 2015 - Feb 2018 | 2 |
| Morgan Stanley Smith Barney LLC | Farmington Hills, MI | Apr 2015 - Feb 2018 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Dublin, OH | Aug 2012 - Mar 2015 | 2 |
| Tiaa | Dublin, OH | Aug 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- MI
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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