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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McCormack is a financial advisor with Savant Wealth Management. Jeffrey has over 25 years of experience in the financial services industry. Jeffrey is registered with the state of Alabama and has passed the Series 7, Series 63 and SIE exams. Jeffrey is also a Certified Financial Planner. Jeffrey is a member of the Financial Planning Association. Jeffrey previously worked at LPL Financial LLC and Lincoln Financial Advisors Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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AL
12/04/2023 - Present
Savant Wealth Management (Birmingham AL)
AL
08/09/2012 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
05/01/1997 - 08/20/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
AL
05/01/1997 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (BIRMINGHAM AL)
BC
Issued 04/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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