Michael McCord (CRD# 4954105) is an Investment Advisor Representative working at Lpl Financial LLC in Great Falls, MT and has over 18 years of experience in the finance industry.
CRD# 3228779
D.a. Davidson & Company
CRD# 6083217
Edward Jones
CRD# 5065603
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Great Falls, MT | Jul 2021 - Current | 2 |
| Front Range Group | Great Falls, MT | Jan 2018 - Jul 2021 | 3 |
| Various Insurance Carriers For W & R Insurance Agencies | Great Falls, MT | Jun 2005 - Jul 2021 | 16 |
| Waddell & Reed, Inc. | Great Falls, MT | Apr 2005 - Jul 2021 | 16 |
| Mccord Consulting | Great Falls, MT | Nov 2005 - Aug 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- MT
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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