Broker Check

What is the Fiduciary Standard of Care?

Fiduciary Standards are the obligation, responsibility and commitment to put your interests ahead of our own in everything we do. 

How To Read Your Raymond James Statement

Want to receive a regular snapshot of your account activity or an in-depth look? With the statement options offered at Raymond James, it’s your choice. 

What Is A Certified Financial Planner? CFP®

Many people think all financial planners are “certified,” but the fact is: anyone can use the title “financial planner.” 

Protect Your Identity

Is there ever a time when it's OK to reveal your Social Security Number? Not every request for your Social Security number is an effort to steal your identity—but not every request is mandatory.  

How to Choose a Financial Advisor

Choosing who to trust with your family's financial future is a big decision. Download Choosing a Wealth Advisor to help you interview financial advisors or evaluate the services and value you get from an advisor you already work with. Or, read 5 Questions to help you evaluate the quality of service you get from your financial advisor.

Why Work With a Financial Advisor?

There are many reasons to work with a financial advisor; planning for the “what-if,” time, appropriate retirement spending, removing emotion and more. 

Your Security at Cornerstone Financial Solutions and Raymond James