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Paladin Research Report For:

Christopher Cornett

The Pinnacle Financial Group-LPL

CFP®CRPC®conferred by College for Financial Planning.
445 Broadhollow Road
Melville, NY 11747
631-498-6491

About Christopher Cornett

Christopher joined LPL Financial in September 2024 as a Wealth Manager and is a member of the Pinnacle Financial Group. Prior to working at LPL Financial, he was at Merrill Lynch for over 10 years working as a Senior Financial Advisor at the headquarters in downtown Manhattan. Christopher graduated with a Bachelor's Degree from Manhattan College in 2006 where he majored in Finance and Management. Christopher is a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC). In Christopher's free time, he enjoys going to the beach, exercising, and volunteering with various nonprofits such as Habitat for Humanity as well as at his Volunteer Firehouse in Breezy Point.

See Disclosures

General Information

CRD#
  • 5231259
Firm CRD#
  • 6413
Insurance License#
  • LA-1121381
States Licensed in
  • CA,CT,FL,GA,NJ,NY,PA,SC,TX,VA
Years of Experience in Financial Services
  • 15
Number of Years with Current Firm
  • 2
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CRPC®conferred by College for Financial Planning.
Securities Licenses
  • Series 7, Series 63, Series 65, Series 66
Insurance and Annuity Licenses
  • Variable Annuity, Long Term Care, Variable Life, Life, Disability, Accident, Annuity, Health

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250,000

Education

Bachelor's Degree - Finance, Management

Manhattan University
08/26/2002 -05/19/2006

Disclosures

p>PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf