MCCORMACK FINANCIAL PLANNING INC.

MCCORMACK FINANCIAL PLANNING INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 136857). Regulatory assets under management: $115.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (5)

NameRoleLocation
Barbara Miner MccormackPRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER
Linda Rose KuehnSECRETARY TREASURER; SECRETARY/TREASURER
MCCORMACK BARBARA MINERPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
TAWSE SANDRA BOSHEARSCHIEF COMPLIANCE OFFICER
KUEHN LINDA ROSESECRETARY TREASURER

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