Justin R. Mccormack

FIRST CHOICE FINANCIAL SERVICES LLC

Oak Brook, IL 60523

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CRD#: 6236501

Professional summary

Justin Robert Mccormack, who also goes by Justin Mccormack, is a registered financial advisor currently at FIRST CHOICE FINANCIAL SERVICES LLC located in Oak Brook, Illinois.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Justin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin 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.

1) FIRST CHOICE INSURANCE AGENCY, INC.; DOWNERS GROVE, IL; EXECUTIVE ASSITANT; 04/2005; APPROXIMATELY 160 HOURS PER MONTH IN THIS BUSINESS; ADMINISTRATIVE/CLERICAL/CUSTOMER SERVICE/ SCHEDULING. 2) INDEPENDENT INSURANCE AGENT; DOWNERS GROVE, IL; 04/2005; LESS THAN 10 HOURS PER MONTH SPENT IN THIS BUSINESS; INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Robert 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

August 13, 2013 - Present

FIRST CHOICE FINANCIAL SERVICES LLC

Office #1: Suite 805, Oak Brook Twenty Two 1301 West 22nd Street, Oak Brook, IL 60523

RIA

CRD#: 145255

Oak Brook, IL

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

Florida
(2/7/2025)

IAR

Illinois
(8/13/2013)

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: 7/12/2013

Uniform Investment Adviser Law Examination

Current Firm

FIRST CHOICE FINANCIAL SERVICES LLC

CRD#: 145255 / SEC#:

Florida

Registered Investment Advisory firm - (1/28/2025 Approved)

Illinois

Registered Investment Advisory firm - (2/27/2008 Approved)

Texas

Registered Investment Advisory firm - (12/2/2021 Conditional Restricted)

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Contact information

Main Address

Suite 805, Oak Brook Twenty Two 1301 West 22nd Street, Oak Brook, IL 60523

Mailing Address

Phone number

(630) 541-8344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Justin R. Mccormack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Robert Mccormack's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST CHOICE FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2013

Current Firm

FIRST CHOICE FINANCIAL SERVICES LLC

Contact information

Documents

Red Flags

Company Information

FIRST CHOICE FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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