Scot Mccormick LLC

Scot Mccormick LLC (CRD# 146056) is a financial advisory firm headquartered in Cape Coral, FL. They manage $363,801,522 in 40 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $9,095,038
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NV

Financial Advisors at Scot Mccormick LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scot L. McCormick
CRD#: 1446132
Cape Coral, FL
96
Wealthminder
score

Scot McCormick (CRD# 1446132) is an Investment Advisor Representative working at Scot Mccormick LLC in Cape Coral, FL and has over 19 years of experience in the finance industry.

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