Justin
Mccormick
Olistico Wealth, LLC
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About this Advisor
Justin Mccormick is a financial advisor working in Tulsa, Oklahoma with 2 years of relevant experience. Mccormick is on the advisory team at Olistico Wealth, LLC. The advisor has gained experience at Ubs Financial Services, Southern Hills Country Club, Wichita Coutnry Club, Quail Creek Golf & Country Club, Brook Hollow Golf Club, University Of Central Oklahoma and Olistico Wealth, LLC. Mccormick holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Oklahoma and Texas. Olistico Wealth, LLC is a financial advisory company that has its headquarters in Tulsa, OK. It has $169 million in assets under management across its 250 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 250 accounts, 35% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Olistico Wealth, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fees charged by Olistico Wealth, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olistico Wealth, LLC Brokerage Details
$169,157,421
4
250
$676,630
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Justin Mccormick Work History
Justin has been registered as a financial advisor for 2 years.*
Olistico Wealth, LLC
Ubs Financial Services
Southern Hills Country Club
Wichita Coutnry Club
Quail Creek Golf & Country Club
Brook Hollow Golf Club
University Of Central Oklahoma
*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 Justin Mccormick 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 Olistico Wealth, LLC
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. 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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