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WM
CFP · ChFC
WM
CFP · ChFC

Wayne Mccormick

LPL Financial LLC
16 Years of Experience
Bedford, NH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Wayne Mccormick is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Bedford, NH, with 16 years of industry experience. Wayne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 Executive Park Dr Ste 101, Bedford, NH, 03110

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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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Other Business ActivitiesSells Insurance

Wayne is a financial advisor and owner at McCormick Wealth Management of Steward Partners, and an advisor at Steward Partners Investment Advisory LLC. He also installs insurance products for Steward Partners Global Advisory and is a board member/secretary for Families in Transition, a non-profit organization, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2026 - Present · 4 mos
LPL Financial LLC
June 2026 - Present · 4 mos
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - June 2026 · 4 yrs 1 mo
Steward Partners Investment Advisory, LLC
May 2018 - June 2026 · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2018 - May 2022 · 4 yrs
Wells Fargo Clearing Services, LLC
September 2010 - May 2018 · 7 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
August 2010 - May 2018 · 7 yrs 9 mos
State Registrations30 states
AKALAZCACOCTDCFLGAHIILINMAMDMEMNNCNHNJNMNYOHPARISCTNTXUTVAVT
AdvisorBrokerBoth

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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