JM
CFP
JM
CFP

Julie Mccormick

6 Years of Experience
Brentwood, TN
Broker

Julie Mccormick is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Brentwood, TN, with 6 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5077 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10 Cadillac Dr, Suite 300, Brentwood, TN, 37027

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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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Employment History
Current Registrations
MML Investors Services, LLC
February 2020 - Present · 6 yrs 8 mos
MML Investors Services, LLCBroker
November 2019 - Present · 6 yrs 11 mos
MML Investors Services, LLC
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Waddell & Reed
August 2016 - January 2017 · 5 mos
Waddell & ReedBroker
July 2016 - January 2017 · 6 mos
State Registrations32 states
ALARAZCACOCTDCFLGAHIILINKSKYLAMAMIMOMSNCNJNYOHPARISCTNTXUTVAVTWA
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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