CD
ChFC
CD
ChFC

Cornelius Davis

6 Years of Experience
Decatur, GA

Cornelius Davis is a ChFC-designated registered investment advisor at Personal Econome, LLC, based in Decatur, GA, with 6 years of industry experience. Cornelius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Personal Econome charges $700 for comprehensive financial planning services.

One-Time Plan:$700
Loading...

Location

Decatur, GA

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Personal Econome, LLC
August 2019 - Present · 6 yrs 9 mos
State Registrations1 state
GA
Advisor

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.
Cornelius Davis - Financial Advisor | TrueAdvisor