Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally McCormick is a financial advisor with LPL Financial LLC. Sally has been in the industry since August 18, 1987. Sally's office is located at 584 FARRINGDOM STREET in LUMBERTON, NC. Sally is registered in 11 states. Sally holds the following licenses: Series 7, Series 63, and SIE. Sally's previous employer was INTERSTATE/JOHNSON LANE CORPORATION. Sally is a specialist in the areas of: Financial Planning, Retirement Planning, Estate Planning, Investment Management, and College Savings.
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.
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NC
12/05/1990 - Present
LPL Financial LLC (LUMBERTON NC)
NC
08/18/1987 - 12/03/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BC
Issued 10/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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