Julie
Mccormick
Mml Investors Services, LLC
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About this Advisor
Julie Mccormick is a certified financial planner based in Brentwood, Tennessee, with a total of 10 years of professional experience. Mccormick is on the advisory team at Mml Investors Services, LLC. Throughout their career, they have worked at Longhorn Steakhouse, Student, Pete'S Pizza And Bakehouse, Abuelos, Pete And Sam'S, Allen, Summers, Simpson, Lillie, Gresham Pllc, Felicia Suzzane'S, Waddell & Reed Inc, Unemployed Student, Mass Mutual Life Insurance Company and Mml Investors Services. Mccormick holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Tennessee and Texas. Mml Investors Services, LLC is a registered investment business based in Brentwood, Tennessee. It has offices in 1,155 locations and a total of 7,620 people on staff. It controls $63 billion in assets under management between its 287,089 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 384 charities and foundations. Mml Investors Services, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on which service is provided. Fee types charged by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Mml Investors Services, LLC Brokerage Details
$62,946,222,947
7,620
287,089
$219,257
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
- Educational seminars/workshops
- Other
Julie Mccormick Work History
Julie has 10 years of experience.
Mass Mutual Life Insurance Company
Mml Investors Services
Waddell & Reed Inc
Allen, Summers, Simpson, Lillie, Gresham Pllc
Felicia Suzzane'S
Pete And Sam'S
Abuelos
Longhorn Steakhouse
Student
Pete'S Pizza And Bakehouse
Unemployed Student
Disclosures
Julie Mccormick has no disclosures.
Please visit their SEC profile for more details.
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Seattle, WA
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Chattanooga, TN
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.