Kevin F. Mccormack

PENSION PARAMETERS FINANCIAL SERVICES

Aberdeen, NJ 07747

Some features on this profile are disabled

CRD#: 4390909

Professional summary

Kevin Francis Mccormack, who also goes by Kevin Mccormack, is a registered financial advisor currently at PENSION PARAMETERS FINANCIAL SERVICES, INC. located in Aberdeen, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Mccormack

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) - RIA

Click below to view Kevin Francis Mccormack's 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®

None

Experience

Current

September 14, 2020 - Present

PENSION PARAMETERS FINANCIAL SERVICES, INC.

Office #1: 675 Line Road Bldg. #4, Aberdeen, NJ 07747

RIA

CRD#: 110405

Aberdeen, NJ

Past

July 27, 2006 - December 31, 2019

PENSION PARAMETERS FINANCIAL SERVICES, INC.

RIA

CRD#: 110405

ABERDEEN, NJ

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/14/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2006

Uniform Investment Adviser Law Examination

Current Firm

PENSION PARAMETERS FINANCIAL SERVICES, INC.

PENSION PARAMETERS FINANCIAL SERVICES, INC. | PENSION PARAMETES FINANCIAL SERVICES INC

CRD#: 110405 / SEC#: 801-40100

RIA

Registered Investment Advisory firm - (5/19/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (9/14/2020 Approved)

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

675 Line Road Bldg. #4, Aberdeen, NJ 07747

Mailing Address

Phone number

(732) 583-1313

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 122,989,614

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.

Similar Advisors

Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

IAR

East Brunswick, NJ

Stephen Stewart

CHELSEA ADVISORY SERVICES, INC

IAR

South Ozone Park, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kevin F. Mccormack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Francis Mccormack's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENSION PARAMETERS FINANCIAL SERVICES, INC.

PENSION PARAMETERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2006

Current Firm

PENSION PARAMETERS FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PENSION PARAMETERS FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors