Raymond N. Cornelius

CAMBRIDGE RETIREMENT PARTNERS

College Park, GA

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CRD#: 2604874

Professional summary

Raymond Neal Cornelius, AIF®, who also goes by Raymond N Cornelius, is a registered financial advisor currently at CAMBRIDGE RETIREMENT PARTNERS located in College Park, Georgia.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Raymond has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Raymond N Cornelius

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ALSO A PARTNER OF CITIZENS WEALTH ADVISORS, AN ADVISORY FIRM. MAY SPEND ONE (1) HOUR PER WEEK ON BUSINESS RELATED TO CITIZENS WEALTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Neal Cornelius's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 6, 2012 - Present

CAMBRIDGE RETIREMENT PARTNERS

RIA

CRD#: 148889

College Park, GA

Past

November 21, 2008 - December 2, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ATLANTA, GA

Past

November 19, 2008 - December 31, 2011

CAMBRIDGE RETIREMENT PARTNERS

RIA

CRD#: 148889

COLLEGE PARK, GA

Past

June 25, 2008 - December 2, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

ATLANTA, GA

Past

September 13, 2005 - July 24, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DAYTONA BEACH, FL

Past

September 7, 2005 - July 24, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DAYTONA BEACH, FL

Past

October 3, 2003 - September 1, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ATLANTA, GA

Past

October 3, 2003 - September 1, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 31, 2003 - October 10, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

April 6, 2001 - October 10, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 19, 1995 - April 17, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMBRIDGE RETIREMENT PARTNERS

CAMBRIDGE | CAMBRIDGE WEALTH ADVISORS, LLC | CAMBRIDGE WEALTH ADVISORS | CAMBRIDGE RETIREMENT PARTNERS

CRD#: 148889 / SEC#: 801-125703

RIA

Registered Investment Advisory firm - (5/20/2022 Approved)

Georgia

Registered Investment Advisory firm - (3/23/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(1/6/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/12/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/18/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/18/2001

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 2/7/2001

General Securities Sales Supervisor - General Module Examination

Current Firm

CAMBRIDGE RETIREMENT PARTNERS

CAMBRIDGE | CAMBRIDGE WEALTH ADVISORS, LLC | CAMBRIDGE WEALTH ADVISORS | CAMBRIDGE RETIREMENT PARTNERS

CRD#: 148889 / SEC#: 801-125703

RIA

Registered Investment Advisory firm - (5/20/2022 Approved)

Georgia

Registered Investment Advisory firm - (3/23/2023 Terminated)

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Contact information

Main Address

College Park, GA

Mailing Address

Phone number

(404) 594-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMBRIDGE RETIREMENT PARTNERS BROCHURE (1/22/2025)

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 211,124,983

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Raymond N. Cornelius

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Neal Cornelius's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

CAMBRIDGE RETIREMENT PARTNERS

EQUITABLE ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CAMBRIDGE RETIREMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/1995

Series 63

Date: 5/9/1995

Series 7

Date: 4/18/1995

Series 9

Date: 10/18/2001

Series 10

Date: 2/7/2001

Current Firm

CAMBRIDGE RETIREMENT PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMBRIDGE RETIREMENT PARTNERS

TRUST BUT VERIFY

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