Jack McCordCRD Number: 325886
Current Firm: Vari Investor Services Inc.
Jack McCord (CRD# 325886) is an Investment Advisor Representative working at Vari Investor Services Inc. in La Jolla, CA and has over 41 years of experience in the finance industry. Jack McCord 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Vari Investor Services, Inc.||La Jolla, CA||May 1981 - Current||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1981|
Total Assets Under Management48MILLIONS
Total Number of Accounts158ACCOUNTS
Average Account Value$306,262
- 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
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