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LM

Larry K. Mccormick

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CRD#: 1312979
LM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Larry Keith Mccormick, who also goes by Larry K Mccormick, Mac Mccormick, was a registered financial professional .

Larry is a previously registered financial professional and started their career in finance in 1984. Larry had worked at 6 firms and has passed the Series 63, Series 52TO, Series 99TO, Series 62, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry K Mccormick | Mac Mccormick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 17, 2005 - September 25, 2023

SAMCO CAPITAL MARKETS, INC.

BD
CRD#: 136532
DALLAS, TX
Past

February 3, 2003 - May 19, 2006

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
HOUSTON, TX
Past

July 7, 2000 - February 3, 2003

SERVICE ASSET MANAGEMENT COMPANY

BD
CRD#: 47157
AUSTIN, TX
Past

December 15, 1995 - September 1, 2000

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

July 18, 1991 - December 15, 1995

SERVICE ASSET MANAGEMENT COMPANY

BD
CRD#: 18577
Past

February 18, 1987 - April 23, 1990

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

October 25, 1984 - March 2, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/30/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SC
SAMCO CAPITAL MARKETS, INC.
SAMCO CAPITAL MARKETS, INC.

CRD#: 136532 / SEC#: , 8-67023

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
6805 Capital Of Texas Highway Suite 350, Austin, TX 78731
Mailing Address
6805 Capital Of Texas Highway Suite 350, Austin, TX 78731
Phone number
(512) 794-9100
Established
Texas since 05/09/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SAMCO HOLDINGS, INC.SHAREHOLDER
ENGEMOEN, ROGER JAMES JRCHAIRMAN, DIRECTOR1506062
MALDONADO, OLGA INEZ RCFO, CONTROLLER, FINOP1974097
MANNES, JOSEPH REIDCSO, PRESIDENT, ROSFP1946872
MAVERICK, JOSEPH LEE JRCHIEF COMPLIANCE OFFICER, ROSFP2170350

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SAMCO CAPITAL MARKETS, INC.

CRD#: 136532

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