Cory Driscoll is a registered investment advisor at The Driscoll Group, INC., based in Jacksonville, FL, with 13 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee Estimator
Location
8825 Perimeter Park Blvd, Suite 604, Jacksonville, FL, 32216-1122
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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 Activities
Cory formed CDRISC Financial LLC in 2023 to manage revenue received from RJ, dedicating minimal time. He is also a co-owner of The Driscoll Group, Inc., an independent RIA and support company, spending a few hours per week on each.
Employment History
Current Registrations
The Driscoll Group, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations25 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.