AM
AM

Alexandra Mccormack

9 Years of Experience
Boise, ID
Broker

Alexandra Mccormack is a registered investment advisor at Raymond James & Associates, INC., based in Boise, ID, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

950 W Bannock St, Suite 700, Boise, ID, 83702

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - May 2023 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - May 2023 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2018 - March 2019 · 3 mos
Wells Fargo Clearing Services, LLC
December 2018 - March 2019 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2017 - December 2018 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - December 2018 · 1 yr 10 mos
Manning & Napier Investor Services, INC.Broker
May 2016 - August 2016 · 3 mos
State Registrations2 states
IDNV
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.