James Ira Mccormick
Investment adviser representative at Pmd Advisory
22 yearsExperience
2 statesRegistered in
$111.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- United Planners Financial ServicesApr 2025 to now
- Ira Shirley, LLCJun 2018 to now
- People Process PurposeAug 2016 to now
- Pmd AdvisoryMay 2008 to now
- James Ira MccormickJan 2004 to now
- Cambridge Investment Research IncAug 2014 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (AL, GA).
Pmd Advisory
Legal name: People Make the Difference, Inc.
$111.6MAssets managed
147Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4541624
- Firm CRD
- 159443