Kestra Advisory Services, LLC
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About this Advisor
Raymond Mccormack is a certified financial planner working out of Orlando, Florida, with a total of 20 years of financial industry experience. Mccormack is an advisor for Kestra Advisory Services, LLC. Over the course of their career, Mccormack has held roles at Altria, Nfp Advisor Services, LLC, Auburn University, Clemson University, Hall County Public Schools and Kestra Financial Services, Inc. Mccormack has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida. Kestra Advisory Services, LLC is a registered investment business based in Orlando, Florida. The company has offices in 513 locations and a total of 1,231 financial advisors. It administers $20 billion in assets under management between its 75,277 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 84 charitable organizations. Of its 75,277 accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Kestra Advisory Services, LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Raymond Mccormack Work History
Raymond has 20 years of experience.
Kestra Financial Services, Inc
Nfp Advisor Services, LLC
Hall County Public Schools
Raymond Mccormack has no disclosures.
Please visit their SEC profile for more details.