Henry McCormackCRD Number: 5709677
Current Firm: Laidlaw Wealth Management LLC
Henry McCormack (CRD# 5709677) is an Investment Advisor Representative working at Laidlaw Wealth Management LLC in New York, NY and has over 12 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Laidlaw & Co (uk) Ltd||London,||Aug 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2010|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management995MILLIONS
Total Number of Accounts3,229ACCOUNTS
Average Account Value$308,241
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, KY, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TX, VA
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