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Lucy Kelley Cornelison

FLAHARTY ASSET MANAGEMENT, LLC·CLEARWATER, Florida
Unclaimed Profile
311 PARK PLACE BLVD., CLEARWATER, FL 33759CRD# 1854794Firm CRD# 168495
01

About

Lucy Kelley Cornelison is a registered financial advisor based in CLEARWATER, Florida, affiliated with FLAHARTY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FLAHARTY ASSET MANAGEMENT, LLC
FLAHARTY ASSET MANAGEMENT, LLC
AUM
$761M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FLAHARTY ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1854794
Firm CRD# 168495
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lucy Kelley Cornelison offer?
Lucy Kelley Cornelison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Lucy Kelley Cornelison's credentials?
Lucy Kelley Cornelison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucy Kelley Cornelison located?
Lucy Kelley Cornelison is based in CLEARWATER, Florida, working with FLAHARTY ASSET MANAGEMENT, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Lucy Kelley Cornelison charge for services?
Lucy Kelley Cornelison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLAHARTY ASSET MANAGEMENT, LLC?
FLAHARTY ASSET MANAGEMENT, LLC has approximately 11 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John William Thiel — INDIVISIBLE PARTNERS, LLCKristine Alane Starkman — CSENGE ADVISORY GROUP, LLCNolan Blake Hughes — CSENGE ADVISORY GROUP, LLCJohn Hunter Orr — FLAHARTY ASSET MANAGEMENT, LLCGregory James Adams — SOVEREIGN PRIVATE WEALTH, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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