John Cragin Mccord

Employer firm

Cardinal Point Wealth Management CRD 140619

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• FINANCIAL CONSULTING SERVICES, TAX PREPARATION AND COMPLIANCE; CREDIT & CASH MGMT SOLUTIONS; INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 11/2021
  Cardinal Point Wealth Management , Llc
  Irvine, CA
• 05/2013 → 12/2024
  Cardinal Point Capital Management Inc.
  Vancouver, Bc
• 11/2021 → 09/2022
  Cardinal Point Wealth Management Partners, Llc
  Irvine, CA
• 01/2025 → Present
  Cardinal Point Capital Management, Ulc
  Vancouver, Bc

Previous Registrations

• 2021-11-01 → 2022-10-12
  Cardinal Point Wealth Management
  Irvine, CA
• 2011-02-09 → 2021-11-01
  Cardinal Point Wealth Management, Llc
  Irvine, CA
• 2009-06-25 → 2011-01-21
  Harrisdirect Llc
  Arlington, VA
• 2002-03-19 → 2005-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY

Exams

• S66 Uniform Combined State Law Examination
  2009-06-23

Designations

• Certified Financial Planner

Other Names

• John C Mccord