RM
CFP
RM
CFP
Raymond Mccormack
10 Years of Experience
Orlando, FL
1 DisclosureBrokerSells Insurance
Raymond Mccormack is a CFP-designated registered investment advisor, based in Orlando, FL, with 10 years of industry experience.
Location
4853 S Orange Avenue, Suite A, Orlando, FL, 32806
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2022Denied
Other Business ActivitiesSells Insurance
Raymond is involved with several business activities. He is a board member/officer at United Against Poverty, a wealth advisor with Aksala Wealth Advisors LLC, an equity indexed annuity agent with Avantax Insurance Agency LLC, and the owner of McCormack Wealth LLC; these activities take up nearly all of Raymond's time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
August 2025 - Present · 11 mos
Previous Registrations
Avantax Advisory Services
August 2020 - September 2025 · 5 yrs 1 mo
Avantax Investment Services, INC.Broker
July 2020 - September 2025 · 5 yrs 2 mos
Kestra Advisory Services, LLC
April 2016 - June 2020 · 4 yrs 2 mos
NFP Advisor Services, LLC
November 2015 - September 2016 · 10 mos
Kestra Investment Services, LLCBroker
September 2015 - June 2020 · 4 yrs 9 mos
State Registrations20 states
ALCACOCTFLGAINKYLAMAMDMEMIMNNCOHPASCTNTX
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.