Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McCormick is a registered representative with Simplified Wealth Management, located in Hattiesburg, MS. Kevin has been in the financial industry since 2008, working with clients in Alabama, Florida, Georgia, Louisiana, Mississippi and Texas. Kevin has been a licensed investment advisor representative since 2018 and is currently registered with Simplified Wealth Management and LPL Financial LLC.
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.
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.
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MS
06/22/2021 - Present
Simplified Wealth Management (HATTIESBURG MS)
MS
06/09/2011 - 08/01/2018
LPL FINANCIAL LLC (HATTIESBURG MS)
MS
07/10/2008 - 05/24/2011
EDWARD JONES (HATTIESBURG MS)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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