Thomas McCormickCRD Number: 1368616
Current Firm: J. W. Cole Advisors, Inc.
Thomas McCormick (CRD# 1368616) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Land O'Lakes, FL and has over 16 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial, Inc.||Tampa, FL||Feb 2010 - Current||6|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Feb 2010 - Current||6|
|Royal Alliance Associates||Land O Lakes, FL||Aug 2004 - Feb 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV