Michael
Mccord
Iht Wealth Management LLC
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About this Advisor
Michael Mccord is a financial advisor based in Land O Lakes, Florida, working with Iht Wealth Management LLC. Michael has previously held positions at Lpl Financial, LLC, Independent Financial Partners, and Iht Wealth Management LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Iht Wealth Management LLC, which operates out of Land O Lakes, Florida. The firm has 67 offices and 230 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Iht Wealth Management LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Iht Wealth Management LLC Brokerage Details
$4,820,462,755
230
20,120
$239,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Mccord Work History
Iht Wealth Management LLC
Lpl Financial, LLC
Independent Financial Partners
Disclosures
Please visit the SEC profile of Michael Mccord to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iht Wealth Management LLC
Chicago, IL
Tampa, FL
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Orlando, FL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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