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Cornele Thomas

30 Years of Experience
Cleveland, TN
Broker

Cornele Thomas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cleveland, TN, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4363 North Ocoee Street, Suite 1, Cleveland, TN, 37312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cornele is the owner of Thomas and Thomas Partners, a support company/DBA, since 1997. He spends minimal time on administrative duties such as writing checks, payroll, and balancing the checkbook.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 1996 - Present · 29 yrs 7 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
Raymond James & Associates, INC.Broker
January 1996 - October 1996 · 9 mos
State Registrations21 states
ALCADCFLGAILINMDMIMOMSNCNYOHORPASCTNTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.