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Michael Charles McCord

IHT Wealth Management LLC

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About Michael Charles McCord

Michael McCord is a financial professional with over 25 years of experience in the financial services industry. Michael is currently a Registered Representative with IHT Wealth Management LLC. Michael offers investment advisory services through IHT Wealth Management, an independent investment advisor firm. Prior to joining IHT Wealth Management LLC, Michael was a Registered Representative with LPL Financial. Michael specializes in providing financial planning services to individuals, businesses and charitable organizations.

Firm Information

Michael McCord is currently registered with IHT Wealth Management LLC. IHT Wealth Management LLC is a Chicago, Illinois-based registered investment advisor with over $4.8 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. IHT Wealth Management offers a wrap fee program and has a strong presence on social media platforms like Facebook, Twitter, and LinkedIn.
IHT Wealth Management LLC

123 N. WACKER DR.

CHICAGO, IL 60606

$4.82B

Assets Under Management

326

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Michael McCord’s Registration & Firm History

FL

03/19/2019 - Present

IHT Wealth Management LLC (Land O'Lakes FL)

FL

10/23/1997 - 09/08/2009

MUTUAL SERVICE CORPORATION (TAMPA FL)

NY

09/30/1993 - 03/06/1995

NEW ENGLAND SECURITIES (NEW YORK NY)

NJ

08/22/1991 - 06/26/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/22/1991 - 06/26/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 11/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/21/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Charles McCord.
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