Craig Cornwell
Craig Cornwell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saratoga Springs, NY, with 19 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
Firm Size
IM Fee
Assets Under Management
Location
480 Broadway, Suite 332, Saratoga Springs, NY, 12866
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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
Craig is an agent potentially selling non-variable life insurance or annuities since 2008, dedicating a few hours per week. He also owns and operates a small roadside vegetable stand, spending about 10-20% of his time, and works as a tax advisor and independent contractor for Aurora Wealth Advisory, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Mercer Allied Company, L.P.Broker
State Registrations14 states
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