Barbara Mccormack is a CFP-designated registered investment advisor, based in Atlanta, GA, with 40 years of industry experience.
Location
5605 Glenridge Drive, Suite 950, Atlanta, GA, 30342
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2001Denied
Other Business ActivitiesSells Insurance
Barbara is a life and variable life insurance agent and prepares estate and financial plans. She also works with McCormack Financial Planning, Inc. as a RIA/CFP, dedicating nearly full-time hours to investment-related activities.
Employment History
Current Registrations
M. S. Howells & CO.Broker
January 2026 - Present · 3 mos
M. S. Howells & CO.
January 2026 - Present · 3 mos
Mccormack Financial Planning INC.
September 2005 - Present · 20 yrs 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
November 2025 - December 2025 · 1 mo
Dempsey Lord Smith, LLCBroker
January 2014 - November 2025 · 11 yrs 10 mos
Cape Securities INC.Broker
August 2009 - December 2013 · 4 yrs 4 mos
Securities Service Network, INC.Broker
October 2005 - August 2009 · 3 yrs 10 mos
Financial Network CORP
December 2003 - October 2005 · 1 yr 10 mos
Financial Network Investment Corporation
February 2003 - September 2005 · 2 yrs 7 mos
Financial Network Investment CorporationBroker
July 1994 - September 2005 · 11 yrs 2 mos
Keogler, Morgan & Company, INC.Broker
April 1993 - July 1994 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
December 1989 - April 1993 · 3 yrs 4 mos
Ids Life Insurance CompanyBroker
December 1989 - April 1993 · 3 yrs 4 mos
Prudential-Bache Securities INC.Broker
August 1989 - December 1989 · 4 mos
Thomson Mckinnon Securities INC.Broker
February 1986 - August 1989 · 3 yrs 6 mos
State Registrations10 states
AZFLGAMDMTNCSCVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.