Paul McCormack, financial advisor Cleveland OH
71 score

Paul McCormack

CRD Number: 1873256
Current Firm: Ancora Inverness, LLC

Paul McCormack (CRD# 1873256) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 14 years of experience in the finance industry. Paul McCormack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Inverness Securities, LLC Beachwood, OH Jan 2010 - Current 6
Inverness Investment Group Beachwood, OH Jan 2010 - Current 6
Ubs Financial Services Inc. Cleveland, OH May 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul T. McCormack
Phone Number: 216-825-4000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    438
    MILLIONS
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $1,322,040
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, NY, OH, PA

Ready to hire a financial advisor? Get competitive proposals from Paul McCormack and other advisors.
BADGES
71

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