Unclaimed Profile

Lucy Kelley Cornelison

FLAHARTY ASSET MANAGEMENT, LLC·CLEARWATER, Florida

Clean recordFLAHARTY ASSET MANAGEMENT, LLC

311 PARK PLACE BLVD., CLEARWATER, FL 33759CRD# 1854794Firm CRD# 168495

Profile Verification

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

Identity

Lucy Kelley Cornelison · CLEARWATER, FL

Registration

CRD #1854794 · FLAHARTY ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FLAHARTY ASSET MANAGEMENT, LLC

AUM

$761M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1854794

Firm CRD# 168495

View on FINRA BrokerCheck →

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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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