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About this Advisor
Tracy Mccormick is an investment advisor located in Tempe, Arizona. Currently an advisor at Edward Jones, Mccormick has 11 years of work experience. Mccormick has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mccormick is able to work with clients in Arizona. Mccormick has worked their career at Edward Jones. Edward Jones is based out of Tempe, Arizona, and has 13,586 brick-and-mortar locations throughout the United States. Overall, Edward Jones manages $329 billion in assets throughout 3,047,151 client accounts and employs more than 23,408 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Tracy Mccormick Work History
Tracy has 12 years of experience.
Tracy Mccormick has no disclosures.
Please visit their SEC profile for more details.
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