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Jeanette Leann Mccormick

Williamson Legacy Group, LLC

Carmel, IN

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Current Employers
Williamson Legacy Group, Llc

Carmel, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-03-20
  • IN RA
    APPROVED
    Since 2022-03-20

Branch Locations

254 E Carmel Drive, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Indianapolis IN 02/2010 11/2016
Wells Fargo Clearing Services, Llc Indianapolis IN 11/2016 08/2021
Axxcess Wealth Management, Llc Carlsbad CA 08/2021 02/2022
Williamson Legacy Group Carmel IN 03/2022 Present
Previous Registrations
Other Businesses

Market Share Financial, Insurance Agent, life insurance products, paid via commission, $1000/yr, 11611 N. Meridian St. Suite 300 Carmel, IN 46032 Tri Kappa, chapter treasurer, charitable organization, no compensation, less than 2 hrs/mo, 941 East 86th Street, Ste 103, Indianapolis, IN 46240 (PO Box 162, Noblesville, IN 46060)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-30
S63 Uniform Securities Agent State Law Examination 2002-07-26
  • S65 Uniform Investment Adviser Law Examination
    2010-06-30
  • S63 Uniform Securities Agent State Law Examination
    2002-07-26
Other Names
  • Jeanette Leann Kelly
  • Jeanette Leann Mccomick

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ARCHER INVESTMENT CORPORATION

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN

More in Carmel, IN

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