Cornelius Haskell, financial advisor Sun City West AZ
93 score

Cornelius Haskell

CRD Number: 2996103
Current Firm: Securities America Advisors, Inc.

Cornelius Haskell (CRD# 2996103) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sun City West, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Trinity Episcopal Church Omaha, NE Jan 2006 - Current 10
Securities America Advisors, Inc. Omaha, NE Jun 2004 - Current 12
Securities America, Inc. Omaha, NE May 2004 - Current 12
Cdh Capital Management Omaha, NE May 2004 - Current 12
Haskell Farm Enterprises LP Omaha, NE Jun 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Cornelius D. Haskell
Phone Number: 402-399-9111
Registered State(s):
  • AZ
  • NE
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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