Michael McCormick (CRD# 5409914) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Indianapolis, IN and has over 15 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Indianapolis, IN | Oct 2017 - Current | 6 |
| Securities America Advisors | Indianapolis, IN | Oct 2017 - Current | 6 |
| Cp Accountant, Inc. | Indianapolis, IN | Jun 1992 - Current | 31 |
| National Planning Corporation | Indianapolis, IN | Jul 2015 - Oct 2017 | 2 |
| 1st Global Advisors, Inc. | Indianapolis, IN | Oct 2008 - Jul 2015 | 6 |
| 1st Global Capital Corp. | Indianapolis, IN | Oct 2008 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- IN
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- 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)
- Educational seminars/workshops
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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