Shawn Mccormick
Shawn Mccormick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Avon, OH, with 22 years of industry experience. Shawn 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
35651 Detroit Road, Avon, OH, 44011
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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
Shawn owns Financial Resource Center providing financial services, tax preparation, and fixed insurance sales, dedicating full-time hours. He also has passive investments in RLS Wellness LLC, YMBH LLC, TMABNC LLC, and sells fixed insurance with various companies, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Financial Services, INC.Broker
The Huntington Investment CompanyBroker
State Registrations31 states
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