Brian McCormack, financial advisor Columbia SC
93 score

Brian McCormack

CRD Number: 1260843
Current Firm: First Citizens Investor Services, Inc.

Brian McCormack (CRD# 1260843) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 4 years of experience in the finance industry. Brian 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
First Citizens Bank Raleigh, NC Jun 2013 - Current 3
First Citizens Investor Services Raleigh, NC Jun 2013 - Current 3
Unemployed Wilmington, NC Feb 2013 - May 2013 < 1
Captrust Financial Advisors Raleigh, NC Jan 2012 - Jan 2013 1
Unemployed Raleigh, NC Dec 2011 - Jan 2012 < 1
Shdr Investment Advisers, Inc. Raleigh, NC Feb 2011 - Nov 2011 < 1
Bb&t Wilmington, NC Aug 1999 - Nov 2011 12
Bb&t Asset Management, Inc. Wilmington, NY Apr 2003 - May 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
Contact Info for Brian M. McCormack
Phone Number: 919-716-7492
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    559
    MILLIONS
  • Total Number of Accounts
    2,293
    ACCOUNTS
  • Average Account Value
    $243,803
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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