Michael McCormick, financial advisor Bozeman MT
93 score

Michael McCormick

CRD Number: 5481003
Current Firm: Mccormick Financial Advisors, LLC

Michael McCormick (CRD# 5481003) is an Investment Advisor Representative working at Mccormick Financial Advisors, LLC in Bozeman, MT and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Mccormick Financial Advisors, LLC Bozeman, MT Jun 2017 - Current < 1
Cascade Financial Management Inc. Bozeman, MT Jun 2011 - Current 6
Stifel, Nicolaus & Company, Incorporated Bozeman, MT Sep 2009 - Jun 2011 1
Ubs Financial Services Inc. Bozeman, MT Jan 2008 - Jun 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Michael J. McCormick
Phone Number: 406-522-3201
Registered State(s):
  • MT
Current Firm Details
Mccormick Financial Advisors, LLC
Firm's CRD Number: 289043
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $204,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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