Vidalia Cornwall (CRD# 7117834) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Hancock, MI and has over 4 years of experience in the finance industry. Vidalia Cornwall 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# 6905033
Lpl Financial LLC
CRD# 5242778
Edward Jones
CRD# 736293
Sage Financial Advice
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballast Point Financial Planning | Burlingame, CA | Nov 2022 - Current | 1 |
| Northwestern Mutual | Logan, UT | Jan 2020 - Nov 2022 | 2 |
| Utah State University - College Of Humanities And Social Science | Logan, UT | Aug 2020 - Dec 2020 | < 1 |
| Utah State University | Logan, UT | Aug 2017 - Dec 2020 | 3 |
| The Center For Growth And Opportunity At Utah State University | Logan, UT | Sep 2018 - Dec 2019 | 1 |
| Northwestern Mutual | Logan, UT | May 2019 - Sep 2019 | < 1 |
| The Center For Growth And Opportunity At Utah State University | Logan, UT | May 2018 - Aug 2018 | < 1 |
| Utah State University - Huntsman School Of Business | Logan, UT | Jan 2018 - May 2018 | < 1 |
| Us Department Of State | Doha, | May 2017 - Aug 2017 | < 1 |
| High School - Various Locations | Doha, | Aug 2013 - May 2017 | 3 |
| Us Department Of State | Brasilia, | May 2016 - Aug 2016 | < 1 |
| Us Department Of State | Brasilia, | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
- CA
- LA
- MD
- MI
- TX
- VA
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Total Assets Under Management77MILLIONS
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Total Number of Accounts536ACCOUNTS
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Average Account Value$142,959
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, LA, MD, MI, OR, TX, VA
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