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VERIFIEDChristopher Cornett
The Pinnacle Financial Group-LPL
445 Broadhollow Road
Melville, NY 11747
631-498-6491
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
Firm Start Year
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
Services
Investment Types
Mutual Funds, Options & Futures, Bonds, Stocks, Alternative Investments, Mortgages & Real Estate, Insurance, Annuities, Exchange Traded Funds (ETFs)
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>RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net 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