Douglas Cormack
Douglas Cormack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Grove, PA, with 21 years of industry experience. Douglas 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
861 West Baltimore Pike, West Grove, PA, 19390
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Douglas works at Fulton Bank and Fulton Financial Advisors, spending about half his time on investment sales and services. He also works as an agent for Specific Solutions, selling life insurance and dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
PNC InvestmentsBroker
PNC Investments
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations24 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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