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Vidalia Beatrice Cornwall

Ballast Point Financial Planning, LLC

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About Vidalia Beatrice Cornwall

Vidalia Cornwall is a financial advisor at Ballast Point Financial Planning, LLC. Vidalia has been in the financial industry for over 6 years. Vidalia is licensed in California, Louisiana, Maryland, Michigan, Texas, and Virginia. Vidalia has Series 63, Series 7, Series 6 and SIE licenses. Vidalia has a Certified Financial Planner designation and a Chartered Financial Consultant designation. Vidalia is also a Registered Representative. Vidalia specializes in providing financial planning services to individuals and families, as well as portfolio management services. Vidalia is committed to helping clients reach their financial goals.

Firm Information

Vidalia Cornwall is currently registered with Ballast Point Financial Planning, LLC. Ballast Point Financial Planning, LLC is a financial planning firm based in [Location not specified]. They offer financial planning, educational seminars, and selection of other advisors services to individuals, both high net worth and otherwise. They manage approximately $76,626,263 in assets for 536 clients.

$76.63M

Assets Under Management

30

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vidalia Cornwall’s Registration & Firm History

MI

02/23/2024 - Present

Ballast Point Financial Planning, LLC (Hancock MI)

UT

01/01/2020 - 12/14/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Logan UT)

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Licenses & Designations

BC

Issued 01/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/31/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vidalia Beatrice Cornwall.
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