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Barbara Mccormack
from Mccormack Financial Planning Inc.
Barbara Mccormack is a financial advisor based in Georgia, Atlanta,
with 39 years of experience. Barbara currently works for
Mccormack Financial Planning Inc..
Barbara maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Barbara Mccormack works at Mccormack Financial Planning Inc.
Mccormack Financial Planning Inc. is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $82,488,314 of assets under management and employs about 4 people. Mccormack Financial Planning Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5605 Glenridge Drive, Suite 950, Atlanta, Georgia, 30342
Advisor can help with
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