Daniel Cornwell is a registered investment advisor, based in Naples, FL, with 30 years of industry experience.
Location
Naples, FL
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Regulatory History (1)
Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Daniel is a board member for the Children's Hospital of Michigan Foundation, dedicating minimal time. He is also a Managing Director at Cambridge Consulting Group/NFP, conducting registered rep activities, insurance, and investment advisory services, taking nearly full-time. Additionally, Daniel is an Investment Advisor Representative with Kestra Advisory Services, LLC, taking about half his time, and a manager for Cornwell QOF I & II, LLCs, spending minimal time exploring qualified opportunity zone investments.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
AXA Advisors, LLC
Cambridge Advisors & CO., LTD.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.