Craig CornwellCRD Number: 5084485
Current Firm: Raymond James Financial Services Advisors, Inc.
Craig Cornwell (CRD# 5084485) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|Raymond James Financial Services, Inc.||Saratoga Springs, NY||Sep 2022 - Current||< 1|
|Raymond James Financial Services Advisors, Inc.||Saratoga Springs, NY||Sep 2022 - Current||< 1|
|Aurora Wealth Advisory||Saratoga Springs, NY||Sep 2022 - Current||< 1|
|Cantella & Company, Inc.||Malden, MA||Oct 2019 - Sep 2022||2|
|The Ayco Company, L.p./mercer Allied||Latham, NY||Aug 2005 - Oct 2019||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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