Michael Charles Mccord, AIF, CFP, CLU | Financial Professional | Land O'lakes, Florida

Professional summary

Michael Charles Mccord, AIF®, CFP®, CLU®, who also goes by Michael C Mccord, is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Land O'lakes, Florida and LPL FINANCIAL LLC located in Land O Lakes, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Michael has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Business Succession Planning

Retirement Planning

Employee and Employer Plan Ben...

Estate Planning

Comprehensive Financial Planni...

Investment Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Michael C Mccord

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.

1. 5/25/2011 - PINNACLE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/11/2016 - Pinnacle Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2015 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed insurance, life, health, disability, ltc, and p&c. 3. 8/10/2017 - Calkins-Kramer - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 07/28/2017 - 1 Hours Per Month During Securities Trading. 4. 11/29/2018 - Fairlane Financial - Investment Related - 1200 S Pine Island Road Ste 100, Ft. Lauderdale, FL 33324 - Non-Variable Insurance - Started 11/13/2018 - 1 Hour Per Month During Securities Trading. 5. 3/14/2019 - Pinnacle Wealth mgmt - Investment Related - 20719 Sterlington Drive #104, Land O'Lakes, FL 34638 - Real Estate Rental - Start Date: 01/01/2019 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 4/1/2019 - IHT WEALTH MANAGEMENT LLC - DBA: Pinnacle Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/19/2019 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management , an independent investment advisor firm. I started this business activity in March 2019. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 05/01/2019 - TruMark Financial - Investment related - At reported business location(s) - Non-Variable Insurance - start date:04/19/2019 - 2 hrs/mo - 2 hrs during trading. 8. 10/05/2021 - Forefront Insurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Start Date: 09/01/2021 - 2 Hours Per Month/1 Hour During Securities Trading. 9) 06/10/2025 - Pinnacle Wealth Advisory Group - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Start Date:06/02/2025 - 160 Hrs/Mth - 150 Hrs During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Charles Mccord's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1993

CLU^®

Chartered Life Underwriter

Experience

Current

March 19, 2019 - Present

IHT WEALTH MANAGEMENT LLC

Office #1: 20719 Sterlington Drive Suite 104, Land O'lakes, FL 34638Office #2: 46 4th St Sw, Winter Haven, FL 33880

RIA

CRD#: 171481

Land O'lakes, FL

Current

September 8, 2009 - Present

LPL FINANCIAL LLC

Office #1: 20719 Sterlington Dr Ste 104, Land O Lakes, FL 34638Office #2: 46 4th Street Sw, Winter Haven, FL 33880

RIA

BD

CRD#: 6413

Land O Lakes, FL

Past

January 8, 2004 - December 31, 2005

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

TAMPA, FL

Past

January 8, 2004 - March 21, 2019

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Land O Lakes, FL

Past

October 23, 1997 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD

CRD#: 4806

TAMPA, FL

Past

September 30, 1993 - March 6, 1995

NEW ENGLAND SECURITIES

BD

CRD#: 615

NEW YORK, NY

Past

August 22, 1991 - June 26, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD

CRD#: 680

NEWARK, NJ

Past

August 22, 1991 - June 26, 1992

PRUCO SECURITIES, LLC.

BD

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IW

IHT WEALTH MANAGEMENT LLC

CRD#: 171481 / SEC#: 801-79769

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

Florida

Registered Investment Advisory firm - (12/6/2016 Terminated)

Illinois

Registered Investment Advisory firm - (2/24/2015 Terminated)

Texas

Registered Investment Advisory firm - (12/6/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alabama
(9/8/2009)

RR

Arkansas
(9/8/2025)

RR

California
(7/20/2016)

RR

Colorado
(9/8/2009)

RR

Connecticut
(6/12/2017)

RR

Florida
(9/8/2009)

IAR

Florida
(3/19/2019)

RR

Georgia
(9/8/2009)

RR

Illinois
(2/13/2020)

RR

Indiana
(4/29/2019)

RR

Kansas
(8/9/2010)

RR

Kentucky
(8/25/2010)

RR

Louisiana
(11/9/2020)

RR

Maryland
(12/2/2015)

RR

Massachusetts
(8/29/2011)

RR

Michigan
(6/15/2011)

RR

Mississippi
(8/14/2019)

RR

Missouri
(9/8/2009)

RR

Montana
(10/21/2019)

RR

Nevada
(8/6/2010)

RR

New Hampshire
(9/23/2021)

RR

New Jersey
(4/8/2019)

RR

New Mexico
(5/30/2012)

RR

New York
(8/9/2010)

RR

North Carolina
(8/13/2010)

RR

Ohio
(8/9/2010)

RR

Oklahoma
(5/30/2012)

RR

Pennsylvania
(8/9/2010)

RR

South Carolina
(8/9/2010)

RR

Tennessee
(7/20/2016)

RR

Texas
(7/20/2016)

RR

Virginia
(5/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

Series 63

Date: 11/12/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 10/22/1997

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 8/21/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

RR

Series 24

Date: 7/12/2000

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

IW

IHT WEALTH MANAGEMENT LLC

CRD#: 171481 / SEC#: 801-79769

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

Florida

Registered Investment Advisory firm - (12/6/2016 Terminated)

Illinois

Registered Investment Advisory firm - (2/24/2015 Terminated)

Texas

Registered Investment Advisory firm - (12/6/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606

Mailing Address

Phone number

(855) 295-2828

Established

Firm type

Fiscal year end

# of Employees

179

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	23,131
AUM (Assets Under Management)	$ 6,376,084,483

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.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael C. Mccord

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Charles Mccord's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

INDEPENDENT FINANCIAL PARTNERS

MUTUAL SERVICE CORPORATION

NEW ENGLAND SECURITIES

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

IHT WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/12/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/22/1997

Series 6

Date: 8/21/1991

Series 24

Date: 7/12/2000

FINRA

Current Firm

IHT WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IHT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

Similar Advisors