Deborah
Cornes

Bakeravenue

CRD#7260459
Investment Advisor
in San Francisco, CA

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About this Advisor

Deborah Cornes is a financial advisor based in San Francisco, California, working with Bakeravenue. Deborah has previously held positions at Richland High School, City Of North Richland Hills Nrh20 Family Waterpark, Fidelity Investments, City Of North Richland Hills Nrh20 Family Waterpark, City Of North Richland Hills Nrh Centre, Camp Mystic For Girls, Ymca Of The Rockies, D-Bat Waco, Baylor University Its - Business Affairs, Baylor University, Epiq Capital Group, LLC, and Baker Avenue Asset Management, Lp. Deborah has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Deborah is part of Bakeravenue, which operates out of San Francisco, California. The firm has 7 offices and 38 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bakeravenue includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

301 Battery Street Floor 2
San Francisco, CA 94111

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Bakeravenue Brokerage Details

Total Assets Under Management

$2,592,685,051

CA Average: $7,578,581,321
Total Number of Employees

38

CA Average: 43
Total Number of Accounts

2,688

CA Average: 3,727
Average Account Size

$964,541

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Deborah Cornes Work History

2024 - Present (0 year)

Baker Avenue Asset Management, Lp

2022 - Present (2 years)

Epiq Capital Group, LLC

2021 - 2022 (1 year)

Fidelity Investments

2020 - 2020 (< 1 year)

Fidelity Investments

2020 - 2020 (< 1 year)

D-Bat Waco

2020 - 2021 (1 year)

Fidelity Investments

2019 - 2019 (< 1 year)

Ymca Of The Rockies

2018 - 2018 (< 1 year)

Camp Mystic For Girls

2017 - 2017 (< 1 year)

City Of North Richland Hills Nrh Centre

2017 - 2020 (3 years)

Baylor University Its - Business Affairs

2016 - 2020 (4 years)

Baylor University

2015 - 2015 (< 1 year)

City Of North Richland Hills Nrh20 Family Waterpark

2015 - 2016 (1 year)

City Of North Richland Hills Nrh Centre

2014 - 2014 (< 1 year)

City Of North Richalnd Hills Nrh20 Family Waterpark

2012 - 2016 (4 years)

Richland High School

Disclosures

Please visit the SEC profile of Deborah Cornes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bakeravenue

Julia Bialek
New York, NY
Glen Rives
Houston, TX
Dong-Hwan Hong
San Francisco, CA
Sheila Rabaut
San Francisco, CA
Matthew Munro
San Francisco, CA
Michael Dunn
San Diego, CA
Tom Ngo
San Diego, CA
Deborah Cornes
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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