KM
KM

Kevin Mccormack

19 Years of Experience
Aberdeen, NJ

Kevin Mccormack is a registered investment advisor at Pension Parameters Financial Services, INC., based in Aberdeen, NJ, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 48 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$137.6M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

675 Line Road, Bldg. #4, Aberdeen, NJ, 07747

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pension Parameters Financial Services, INC.
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Pension Parameters Financial Services, INC.
July 2006 - December 2019 · 13 yrs 5 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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