Raymond Mccormack
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCJul 2025 to now
- Mccormack Wealth LLCSep 2020 to now
- Avantax Advisory ServicesJul 2020 to Sep 2025
- Avantax Insurance Agency, LLC.Jul 2020 to Sep 2025
- Avantax Investment Services Inc.Jul 2020 to Sep 2025
- Asian American Chamber of Commerce, IncJan 2019 to Jan 2021
- Hub InternationalSep 2018 to Sep 2020
- Kestra Financial Services, IncApr 2016 to Jun 2020
- Cash & AssociatesJul 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6543090
- Firm CRD
- 105644