Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan McCormick is a financial advisor with over 16 years of experience in the industry. Alan has a Series 7, Series 66 and SIE license. Alan is a Certified Financial Planner and is registered with Ballew Advisors Inc. in Jackson, Mississippi. Alan also works for several other companies affiliated with Ballew Advisors including Ballew Investments, Inc, BIA, Inc. and Ballew Wealth Management, LLC. Alan provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Alan has a total of 1668 client accounts under management with total regulatory assets under management of $1,043,103,728.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MS
10/30/2006 - Present
Ballew Advisors Inc. (JACKSON MS)
BOTH
Issued 08/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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