Michael Mccormack
Michael Mccormack is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Burlington, VT, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
346 Shelburne Road, Suite 501, Burlington, VT, 05402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael owns rental real estate through 340 Worcester Ridge LLC and 346 Partners, LLC, and is a managing partner at Hickok & Boardman Capital Management. He is also a licensed insurance agent at Hickok & Boardman Capital Management, dedicating a few hours per week to non-variable insurance.
Employment 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
Hickok & Boardman Capital Management
State Registrations42 states
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