Raymond Mccormack

Current Employers

Employment History

• 04/2016 → 06/2020
  Kestra Financial Services, Inc
  Austin, TX
• 07/2020 → 09/2025
  Avantax Investment Services Inc.
  Lakewood Ranch, FL
• 07/2020 → 09/2025
  Avantax Advisory Services
  Lakewood Ranch, FL
• 07/2020 → 09/2025
  Avantax Insurance Agency, Llc.
  Lakewood Ranch, FL
• 07/2015 → 07/2018
  Cash & Associates
  Orlando, FL
• 09/2018 → 09/2020
  Hub International
  Chicago, IL
• 01/2019 → 01/2021
  Asian American Chamber Of Commerce, Inc
  Orlando, FL
• 09/2020 → Present
  Mccormack Wealth Llc
  Orlando, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lakewood Ranch, FL

Previous Registrations

• 2020-08-04 → 2025-09-08
  Avantax Advisory Services
  Dallas, TX
  Lakewood Ranch, FL
  Lakewood Ranch, FL
  Orlando, FL
  Orlando, FL
• 2016-04-28 → 2020-06-24
  Kestra Advisory Services, Llc
  Orlando, FL
• 2015-11-19 → 2016-09-22
  Kestra Investment Services, Llc
  Winter Park, FL

Other Businesses

1) United Against Poverty 150 W Michigan St Orlando FL 32806 Board Position/Officer Other~1/1/2020~1hrs~1hrs~I coordinate our educational programs as well as help the organization grow. I lead the Poverty & Prosperity committee where I coordinate volunteers to execute the educational program. I also work with employers to connect them to our STEP students for employment opportunities. 2) Aksala Wealth Advisors LLC 8225 Natures Way, Unit 119 Lakewood Ranch FL 34202 Other Independent Contractor 7/21/2020 160hrs~130hrs I am a wealth advisor with Aksala Wealth. My goal is to bring in new clients (both individuals & 401k) to the firm via marketing efforts. I am also am responsible for aiding the team in any projects they have planned. I will be disclosing to all clients that I am a registered representative of Avantax Wealth Management & providing them the necessary disclosures. All investment related activities will be conducted through Avantax. 3) AKSALA WEALTH ADVISORS LLC; POSITION: Independent Contractor NATURE: Alaska Wealth Advisors is a financial planning firm. The goal of the firm is to aid indvls in their retirement planning needs. Their holistic model includes assistance in inv mgmt, social security planning, guidance in retirement income planning, etc. All inv relactivities will be conducted through Avantax. INV REL: Yes # OF HRS: 160 TRAD HRS: 130 START DATE: 07/21/2020; 6260 Lake Osprey Dr, Lakewood Ranch FL 34240: I am a wealth advisor with Aksala Wealth. My goal is to bring in new clients (both individuals & 401k) to the firm via marketing efforts. I am also am responsible for aiding the team in any projects they have planned. I will be disclosing to all clients that I am a registered representative of Avantax Wealth Management & providing them the necessary disclosures. 4) MCCORMACK WEALTH LLC POSITION: Owner NATURE: LLC created to cover business expenses INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2020 ADDRESS: 4853 S Orange Ave, Suite #A, Orlando FL 32806, United States DESCRIPTION: Wealth Management 5)THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA POSITION: Chair-Planned Giving Advisory Council NATURE: Lead the Planned Giving Advisory Council (PGAC) in providing educational services to professional advisors in the Central FL community regarding philanthropic giving to the Catholic Foundation of Central FL. The donations will be used to fund the operations of the Catholic Foundation of Central FL, which primarily focus on providing religious education to children, retirement assistance for elderly priests & housing/employment for adults with disabilities. I am not directly involved with the collection of donations nor involved with the investment of these funds. I am not involved with the investments or collection of funds for any of these Investment Services -Endowment Funds, Reserve Funds and Donor Advised Funds. I receive no compensation for the role & is purely a volunteer position to give back to my church. I cannot ever become the ROR on accounts for the org or be listed on any accounts for the organization. I will not be involved in the selection process or the selection of any investments related to the activity and I will not offer any advice or suggestions related to the same INV REL: No # OF HRS: 5 TRAD HRS: 2 START DATE: 08/01/2025 ADDRESS: 50 E Robinson St, Orlando FL 32802, United States DESCRIPTION: Organize meetings, find topical speakers, outreach to recruit potential new members 6) NAME: CEO LEADERSHIP FORUMS; INV REL: NO; ADDRESS: 1000 LEGION PLACE SUITE #701 ORLANDO, FL 32801; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START: 07/2026; POSITION: BOARD MEMBER/TREASURER; APX # OF HRS PER WK: 1; APX # OF HRS DUR TRAD HRS: 0; DUTIES: REVIEW & AUDIT THE BOOKS FOR THE ORGANIZATION, PARTICIPATE AS A BOARD MEMBER AS WELL;

Exams

• S66 Uniform Combined State Law Examination
  2015-11-05

Designations

Other Names

• Raymond Thaddeus Mccormack
• Raymond Mccormack
• Raymont T Mccormack