Michael McCormick
CRD Number: 3253257Current Firm: Householder Group Estate & Retirement Specialists
Michael McCormick (CRD# 3253257) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Mesquite, NV and has over 24 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mesquite, NV | Nov 2013 - Current | 10 |
| Householder Group Estate & Retirement Specialists | Kanab, UT | Nov 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
- OH
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Total Assets Under Management1,306MILLIONS
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Total Number of Accounts6,706ACCOUNTS
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Average Account Value$194,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- 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, WA, WI, WV, WY
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