Ian McCormickCRD Number: 5987765
Current Firm: Wells Fargo Advisors, LLC
Ian McCormick (CRD# 5987765) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Wayne, IN and has over 5 years of experience in the finance industry. Ian McCormick 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.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Wells Fargo Advisors LLC||Fort Wayne, IN||Dec 2015 - Current||2|
|Raymond James And Associates||Ft Wayne, IN||Sep 2011 - Nov 2015||4|
|Cap N Cork||Ft Wayne, IN||Jul 2011 - Sep 2011||< 1|
|Big Red||Bloomington, IN||Aug 2009 - Jul 2011||1|
|H & C Lawnscape||Ft Wayne, IN||Apr 2007 - Jul 2009||2|
|Mid West Home Design||Ft Wayne, IN||Oct 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV