Joseph Michael Mccormick
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2023 to now
- Cuna Mutual GroupMay 2023 to now
- North Star Resource GroupApr 2021 to May 2023
- Securian Financial ServicesApr 2021 to May 2023
- Cri Securities LLCApr 2021 to Oct 2021
- Symphonic SecuritiesJun 2020 to Apr 2021
- Mary Schwartz & AssociatesApr 2020 to Apr 2021
- UnemployedMay 2019 to Apr 2020
- Make a Difference HomesNov 2017 to Apr 2019
- Madison Metropolitan School DistrictJun 2017 to Nov 2019
- UnemployedMay 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7266919
- Firm CRD
- 6413