VETTED

Christopher Cornett

CFP^®, CRPC^®conferred by College for Financial Planning.

Tel: 516-388-2216 445 Broadhollow Road Melville, NY 11747

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.

About The Pinnacle Financial Group-LPL

Our goal is to build a long-term partnership with you. We understand everyone's circumstances and objectives are highly individualized which is why you need a personal financial plan. We are not interested in selling you something you do not need and is not in your best interest.

Our clients rely on The Pinnacle Financial Group because we respect their needs and help them implement strategies in line with their goals. We are interested in getting to know you so we can build a long-term relationship dedicated to working toward your financial objectives.

See Disclosures

General Information

Insurance License#:

LA-1121381

States Licensed in:

CA, CT, FL, GA, NJ, NY, PA, SC, TX, VA

Number of Years with Current Firm:

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, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Qualifications & Memberships

Insurance and Annuity Licenses:

Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Services

Investment Types:

Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate

I provide a free initial consultation:

Yes

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250,000

Education

Bachelor's Degree - Finance, Management:

Manhattan University - Riverdale, New York

08/26/2002 - 05/19/2006

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor 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

15 Years of Experience

CRD# 5231259 Firm CRD# 6413Insurance License# LA-1121381Series: 66, 65, 63, 7

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record