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Security at Cornerstone Financial Solutions & Raymond James

One of the values of working with a financial planner who knows you is that there are additional capabilities in personally identifying you when requests are made. This is why we often require phone conversations and additional security procedures when you make certain requests. Our practice also receives alerts when there is unusual account activity detected by the Raymond James cybersecurity team and protocols when suspicious activity is identified.

If you determine your credit information has been breached, please contact our office so we can place an ID Theft Alert flag on your accounts with Raymond James. We will confirm that your personal information was compromised and submit the proper forms to notify Raymond James. If you place this alert on your accounts, all authorizations for Raymond James accounts will occur by Cornerstone's team to ensure extra security steps are take upon your request. 

Security at Raymond James

The first and most basic way Raymond James protects your personal information is through physical security. The Raymond James headquarters in St. Petersburg, Florida has security guards on-site 24 hours a day, video surveillance throughout the campus and employee ID badges are required to enter and at all times within the building.

Raymond James protects your personal information from cyber-attacks through a number of highly sophisticated systems, including but not limited to:

  • A Cyber Threat Center and dedicated Intel Analysts that monitor technology systems 24/7, 365 days a year.
  • Limited and monitored access to systems. This includes precautions such as multi-step login requirements, constantly changing pass-codes, independent tech system audits, rigorous vendor approval processes and access strictly limited to need.
  • Remote data storage in a low-risk geographic location.

For more information on how Raymond James protects your accounts please ask us or visit