Walter
Mccormac
Bluefin Financial
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About this Advisor
Walter Mccormac is a financial advisor working out of Moorestown, New Jersey with a total of 6 years of industry experience. Mccormac is an advisor for Bluefin Financial. Throughout their career, Mccormac has worked at Securities America, Inc, Securities America Advisors, Inc, Money Management Financial Services and Money Management Financial Services LLC Dba Bluefin Financial. Mccormac maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey and Texas. Bluefin Financial is an advisory company operating out of Moorestown, NJ. It has $208 million in total assets among its 701 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 701 customer accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically are based on the type of financial services offered. Fee types charged by Bluefin Financial likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluefin Financial Brokerage Details
$207,579,421
4
701
$296,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Walter Mccormac Work History
Walter has been registered as a financial advisor for 6 years.*
Money Management Financial Services LLC Dba Bluefin Financial
Securities America, Inc
Securities America Advisors, Inc
Money Management Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Walter Mccormac 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 Bluefin Financial
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
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