Richard Kevin Mccormack
Investment adviser representative at School of Personal Finance
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$28.7MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- School of Personal FinanceJan 2020 to now
- Paisleydoodle BoutiqueJan 2018 to Jan 2020
- MML Investors Services, LLCMar 2017 to Dec 2017
- Metlife Securities Inc.Jun 2009 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
School of Personal Finance
Legal name: School of Personal Finance, LLC
$28.7MAssets managed
32Clients
1Advisers
Under 1 yearIn 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
- 4575862
- Firm CRD
- 307332