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Kevin Andrew Mccormick

SIMPLIFIED WEALTH MANAGEMENT, LLC·HATTIESBURG, Mississippi
Unclaimed Profile
14 ORLEANS DRIVE, HATTIESBURG, MS 39402CRD# 5533934Firm CRD# 297059
01

About

Kevin Andrew Mccormick is a registered financial advisor based in HATTIESBURG, Mississippi, affiliated with SIMPLIFIED WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SIMPLIFIED WEALTH MANAGEMENT, LLC
SIMPLIFIED WEALTH MANAGEMENT
AUM
$156M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SIMPLIFIED WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5533934
Firm CRD# 297059
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Andrew Mccormick offer?
Kevin Andrew Mccormick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HATTIESBURG, Mississippi for a consultation.
What are Kevin Andrew Mccormick's credentials?
Kevin Andrew Mccormick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Andrew Mccormick located?
Kevin Andrew Mccormick is based in HATTIESBURG, Mississippi, working with SIMPLIFIED WEALTH MANAGEMENT, LLC. Their office serves clients in the HATTIESBURG metropolitan area and surrounding communities.
How does Kevin Andrew Mccormick charge for services?
Kevin Andrew Mccormick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMPLIFIED WEALTH MANAGEMENT, LLC?
SIMPLIFIED WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HATTIESBURG
Christopher David Inman — INMAN WEALTH MANAGEMENT, LLCJason Michael Jager — INMAN WEALTH MANAGEMENT, LLC
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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