Anna Marie Mccormick
Investment adviser representative at Money Concepts Advisory Service
17 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 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
Experience
17 years in the industry.
- Emergency Physician Blessing HospitalMay 2026 to now
- Money Concepts Capital CorpSep 2021 to now
- Midamerica Emergency PhysiciansJun 2009 to now
- LPL FinancialOct 2020 to Aug 2021
- Schumacher Clinical PartnersMar 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
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
- 7309015
- Firm CRD
- 12963