Terry Mccormick
Terry Mccormick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Des Moines, IA, with 43 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1415 28th St, Ste 160, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2005Customer Dispute
August 1992Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Principal Financial Securities,inc.Broker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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