Mark Mccormack
Mark Mccormack is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
324 Grove Street, Worcester, MA, 01605
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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
Mark is a financial advisor with Archstone Financial, selling fixed insurance, securities, and investment products, which occupies his full-time. He also works as an independent insurance agent selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 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.