Daniel McCormackCRD Number: 1808443
Current Firm: U.s. Bancorp Investments, Inc.
Daniel McCormack (CRD# 1808443) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Eugene, OR and has over 29 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|U.s. Bancorp Inv., Inc.||West Allis, WI||Feb 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV