Raymond
Mccormack

Kestra Advisory Services, LLC

CRD#6543090
Investment Advisor
in Orlando, FL
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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

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

827 Irma Avenue
Orlando, FL 32803

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

FL Average: $3,042,739,679
Total Number of Employees

1,231

FL Average: 49
Total Number of Accounts

75,277

FL Average: 2,315
Average Account Size

$271,236

FL Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Raymond Mccormack Work History

Raymond has 20 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2015 - 2016 (1 years)

Nfp Advisor Services, LLC

2014 - 2014 (0 years)

Altria

2013 - 2015 (2 years)

Auburn University

2010 - 2013 (3 years)

Clemson University

1998 - 2010 (12 years)

Hall County Public Schools

Disclosures

Raymond Mccormack has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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