Gerald Cornel
Gerald Cornel is a registered investment advisor at Allstate Financial Advisors, LLC, based in Stockton, CA, with 29 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
6852 Pacific Ave Ste B, Stockton, CA, 95207-2601
Get directionsHistory
Regulatory History (1)
Criminal
November 1994Other Business Activities
Gerald owns and manages two rental properties in Washington state since 2022. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Allstate Distributors, L.L.C.Broker
Farmers Financial Solutions, LLCBroker
Wma Securities, INC.Broker
Wma Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations3 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.