Patrick McCormick, financial advisor Westerville OH

Patrick McCormick

CRD Number: 5065722
Current Firm: Fisher Investments

Patrick McCormick (CRD# 5065722) is an Investment Advisor Representative working at Fisher Investments in Westerville, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA May 2018 - Current 3
Tiaa Columbus, OH Jul 2014 - Apr 2018 3
Tiaa-cref Individual & Institutional Services, LLC Columbus, OH Jul 2014 - Apr 2018 3
E*trade Capital Management, LLC Los Angeles, CA Nov 2013 - Jul 2014 < 1
E*trade Securities LLC Los Angeles, CA Nov 2013 - Jul 2014 < 1
Unemployed Los Angeles, CA Apr 2013 - Nov 2013 < 1
Fidelity Brokerage Services LLC El Segundo, CA Jan 2008 - Apr 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Patrick C. McCormick
Phone Number: 800-851-8845
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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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