Jeffery McCormick, financial advisor Holland MI
89 score

Jeffery McCormick

CRD Number: 6296862
Current Firm: Cetera Investment Advisers LLC

Jeffery McCormick (CRD# 6296862) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Holland, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisors LLC Schaumburg, IL Feb 2014 - Current 2
Delong & Brower, P.c. Holland, MI Feb 2014 - Current 2
J E Mccormick Middleville, MI Feb 2013 - Current 3
Landscape Impressions Caledonia, MI Apr 2009 - Current 7
J.e.m. Nursery Delton, MI Jan 1996 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Jeffery E. McCormick
Phone Number: 888-528-2987
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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