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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah McCormick is a financial advisor at LPL Financial LLC in Lafayette, Indiana. Deborah has been in the industry since 2000 and has held previous roles with Morgan Keegan & Company, Inc., and PFIC Securities Corporation. Deborah is a registered representative and investment advisor in Indiana and holds Series 6, 63, 65, and SIE licenses. Deborah specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans. Deborah is also a Notary Public in Indiana.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
01/22/2021 - Present
LPL Financial LLC (LAFAYETTE IN)
IN
10/11/2012 - 07/02/2020
LPL FINANCIAL LLC (LAFAYETTE IN)
TN
07/28/2004 - 10/24/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
06/28/2000 - 08/03/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IA
Issued 01/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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