Patrick McCormickCRD 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.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|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|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- 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
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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