CC
CFP
CC
CFP

Christopher Cornett

14 Years of Experience
Rockville Centre, NY
Broker

Christopher Cornett is a CFP-designated registered investment advisor at The Pinnacle Financial Group, based in Rockville Centre, NY, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
5,540 clients
Average Client Portfolio
$214K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.

Loading...

Location

9 South Long Beach Road, Rockville Centre, NY, 11570

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 →
Other Business Activities

Christopher operates under The Pinnacle Financial Group, a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.

Employment History
Current Registrations
The Pinnacle Financial Group
December 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - September 2024 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - September 2024 · 9 yrs 11 mos
Advisors Asset Management, INC.
February 2011 - September 2011 · 7 mos
Advisors Asset Management, INC.Broker
January 2011 - September 2011 · 8 mos
Metlife Securities INC.Broker
April 2009 - July 2009 · 3 mos
Clark Dodge & CO., INC.Broker
May 2007 - July 2008 · 1 yr 2 mos
World Equity Group, INC.Broker
October 2006 - May 2007 · 7 mos
State Registrations13 states
CACTFLGAILMDNCNJNYPASCTXVA
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.