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Terry Mccormick
42 Years of Experience
West Des Moines, IA
2 DisclosuresBroker
Terry Mccormick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Des Moines, IA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
West Des Moines, IA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2005Settled
Customer Dispute
August 1992Settled
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
June 2007 - Present · 18 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
Raymond James Financial Services
June 2007 - January 2009 · 1 yr 7 mos
Raymond James & Associates, INC.
January 1999 - June 2007 · 8 yrs 5 mos
Raymond James & Associates, INC.Broker
March 1998 - June 2007 · 9 yrs 3 mos
Principal Financial Securities,inc.Broker
August 1992 - April 1998 · 5 yrs 8 mos
Dean Witter Reynolds INC.Broker
April 1988 - August 1992 · 4 yrs 4 mos
Shearson Lehman Hutton INC.Broker
March 1988 - September 1988 · 6 mos
E. F. Hutton & Company INCBroker
April 1983 - March 1988 · 4 yrs 11 mos
State Registrations13 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.