Mccormack Financial Planning Inc.

Mccormack Financial Planning Inc. (CRD# 136857) is a financial advisory firm headquartered in Atlanta, GA. They manage $92,510,780 in 481 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5605 Glenridge Drive, Suite 950, Atlanta, GA 30342
http://www.mccormackfp.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $192,330
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MD, SC

Financial Advisors at Mccormack Financial Planning Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Linda Kuehn, financial advisor Atlanta GA
Linda R. Kuehn
CRD#: 4304679
5605 Glenridge Drive, Suite 950, Atlanta, GA 30342

Linda Kuehn (CRD# 4304679) is an Investment Advisor Representative working at Mccormack Financial Planning Inc. in Atlanta, GA and has over 19 years of experience in the finance industry.

2
Barbara McCormack, financial advisor Atlanta GA
Barbara M. McCormack
CRD#: 807282
5605 Glenridge Drive, Suite 950, Atlanta, GA 30342

Barbara McCormack (CRD# 807282) is an Investment Advisor Representative working at Mccormack Financial Planning Inc. in Atlanta, GA and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals