JM
JM

Justin Mccormack

12 Years of Experience
Oak Brook, IL
Sells Insurance

Justin Mccormack is a registered investment advisor at First Choice Financial Services LLC, based in Oak Brook, IL, with 12 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning.

Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

First Choice Financial Services refers clients to third-party money managers. The fees for these managers vary and will be disclosed to you before you sign an agreement. First Choice Financial Services receives a portion of the money manager's fee as a referral fee.

Loading...

Location

1301 West 22nd Street, Suite 805, Oak Brook, IL, 60523

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Justin works as an executive assistant at First Choice Insurance Agency, dedicating full-time hours to administrative, clerical, customer service, and scheduling tasks. Additionally, Justin is an independent insurance agent, spending a few hours per week in this role.

Employment History
Current Registrations
First Choice Financial Services LLC
August 2013 - Present · 12 yrs 9 mos
State Registrations2 states
FLIL
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.