Holly McCormick, financial advisor Ozark AR

Holly McCormick

CRD Number: 2919512
Current Firm: Edward Jones

Holly McCormick (CRD# 2919512) is an Investment Advisor Representative working at Edward Jones in Ozark, AR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Mar 2020 - Current < 1
Edward Jones St Louis, MO Jun 1997 - Mar 2020 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Holly R. McCormick
Phone Number: 314-515-2000
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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