Juanita
Mccormick
Copper Financial
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About this Advisor
Juanita Mccormick is a financial advisor based in Oklahoma City, Oklahoma, working with Copper Financial. Juanita has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, Lpl Financial LLC, Ameriprise Financial Services, LLC, and Copper Financial Network, LLC. Juanita has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Juanita is part of Copper Financial, which operates out of Oklahoma City, Oklahoma. The firm has 29 offices and 56 employees. The firm manages assets totaling $306.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Copper Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$306,448,486
56
2,791
$109,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Juanita Mccormick Work History
Copper Financial Network, LLC
Ameriprise Financial Services, LLC
Lpl Financial LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
Disclosures
Please visit the SEC profile of Juanita Mccormick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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