Kent Cornell
Kent Cornell is a CFP-designated registered investment advisor at Cornell Capital Group, LLC, based in Sulphur, OK, with 30 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cornell Capital Group does not directly manage your investments. Instead, they connect you with third-party money managers. These managers charge a percentage of your portfolio annually. For example, Gradient Investments charges between 1.00% and 2.00% depending on the portfolio type. Howard Capital Management charges up to 2.5%. Cornell Capital Group receives a portion of these fees as a referral. A quarterly service fee of $15 is also charged.
Location
1804 W Broadway Ave, Sulphur, OK, 73086
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kent is involved in several outside business activities. He spends about a quarter of his time on sales of life/health insurance and annuities through Cornell Financial Group, and another quarter of his time on tax preparation & consulting and management consulting through Cornell Financial Services. He also dedicates about 10-20% of his time to ranching and rental real estate through Chili Creek Ranch, Inc.
Employment History
Current Registrations
Cornell Capital Group, LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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.