Raymond Neal Cornelius
Investment adviser representative at Cambridge Retirement Partners
18 yearsExperience
1 stateRegistered in
$237MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Cambridge Retirement PartnersJan 2012 to now
- Cambridge Wealth AdvisorsNov 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cambridge Retirement Partners
Legal name: Cambridge Wealth Advisors, LLC
$237MAssets managed
24Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2604874
- Firm CRD
- 148889