Alan Patrick Mccormick
Investment adviser representative at Ballew Advisors Inc
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Ballew Wealth Management, LLCAug 2023 to now
- Ballew Advisors, Inc.Aug 2006 to now
- Bia, Inc.Aug 2006 to now
- Ballew Investments, Inc.Aug 2006 to Oct 2025
- Independent Pension Solutions, LLCAug 2006 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MS).
Ballew Advisors Inc
$1.3BAssets managed
971Clients
9Advisers
35 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
- 5199744
- Firm CRD
- 110522