Unclaimed Profile

William Lindsay Cornog

PAAMCO PRISMA, LLC·NEWPORT BEACH, California

Clean recordPAAMCO PRISMA, LLC

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 7000453Firm CRD# 108989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Lindsay Cornog · NEWPORT BEACH, CA

Registration

CRD #7000453 · PAAMCO PRISMA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Lindsay Cornog is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PAAMCO PRISMA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PAAMCO PRISMA, LLC

AUM

$9.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PAAMCO PRISMA, LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7000453

Firm CRD# 108989

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Frequently Asked Questions

What services does William Lindsay Cornog offer?

William Lindsay Cornog specializes in Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are William Lindsay Cornog's credentials?

William Lindsay Cornog is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Lindsay Cornog located?

William Lindsay Cornog is based in NEWPORT BEACH, California, working with PAAMCO PRISMA, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does William Lindsay Cornog charge for services?

William Lindsay Cornog's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAAMCO PRISMA, LLC?

PAAMCO PRISMA, LLC has approximately 44 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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