School Of Personal Finance

School Of Personal Finance (CRD# 307332) is a financial advisory firm headquartered in , . They manage $11,295,743 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://twitter.com/richmccormack
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $230,525
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at School Of Personal Finance
Showing 1 - 1 of 1 top financial advisors.
1
Richard McCormack, financial advisor Yorktown Heigths NY
Richard K. McCormack
CRD#: 4575862
Yorktown Heigths, NY

Richard McCormack (CRD# 4575862) is an Investment Advisor Representative working at School Of Personal Finance in Yorktown Heigths, NY and has over 21 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.

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