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CFP
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CFP

Eric Cornell

Raymond James Financial Services Advisors, INC
25 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
View SEC Summary
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Eric Cornell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Beach Gardens, FL, with 25 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3300 PGA Blvd., Suite 970, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is the CEO and owner of The Cornell Group, responsible for the day-to-day management of the office and employees. This takes about a quarter to half of his time, with a few hours per week during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2003 - August 2021 · 18 yrs 1 mo
Ameriprise Financial Services, LLCBroker
March 2001 - August 2021 · 20 yrs 5 mos
Ids Life Insurance CompanyBroker
March 2001 - July 2006 · 5 yrs 4 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAHIILKYLAMAMDMEMIMOMTNCNDNENHNJNMNVNYOHORPASCTNTXVAWA
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.
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