Kevin McCormick has been Managing Principal / CCO of Simplified Wealth Management since June 2018, is a control person of the firm and directly owns 75% or more of it.
Simplified Wealth Management, LLC is a Hattiesburg, MS firm with $226M under management, 712 clients and 7 advisers in one office, as of its February 2026 filing.
Kevin McCormick’s longest registration is the current one, 8 years at Simplified Wealth Management since 2018. Before joining Simplified Wealth Management in 2018, Kevin McCormick was registered through LPL Financial LLC and Edward Jones.
- Simplified Wealth ManagementCurrent– present · 8 yearsHattiesburg, MS · Adviser representative · Firm CRD 297059
- LPL Financial LLC– · 7 yearsHattiesburg, MS · Adviser representative · Firm CRD 6413
- Edward Jones– · 2 yearsHattiesburg, MS · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Kevin McCormick is registered as an investment adviser representative in 6 states. The first approvals date from August 2018; the most recent is Alabama, in March 2022.
- AlabamaSince 2 March 2022
- FloridaSince 5 May 2021
- GeorgiaSince 7 January 2022
- LouisianaSince 2 January 2019
- MississippiSince 2 August 2018
- TexasSince 22 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 July 2008 |
| Series 7 | General Securities Representative Examination | 9 July 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Andrew McCormick
- CRD
- 5533934
- Firm
- Simplified Wealth Management · CRD 297059
- Role
- Managing Principal / CCO
- Office
- 14 ORLEANS DRIVE, Hattiesburg, MS 39402
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin McCormick work?
Kevin McCormick has been Managing Principal / CCO of Simplified Wealth Management, LLC since June 2018, and is a control person of the firm.
Is Kevin McCormick a financial advisor?
Yes. Kevin McCormick has a current investment-adviser registration in Alabama, Florida, Georgia, Louisiana, Mississippi and Texas, through Simplified Wealth Management since August 2018.
How many years of experience does Kevin McCormick have?
Kevin McCormick has 18 years in the financial industry, since July 2008, across 3 adviser firms.
What exams has Kevin McCormick passed?
Kevin McCormick has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2008. FINRA credited Kevin McCormick with the SIE, which began in October 2018.
Where did Kevin McCormick work before Simplified Wealth Management?
Before Simplified Wealth Management, Kevin McCormick was registered through LPL Financial LLC, June 2011 to August 2018; Edward Jones, August 2008 to May 2011.
Where is Kevin McCormick based?
Kevin McCormick’s registered office is in Hattiesburg, MS.
Is Kevin McCormick registered with FINRA?
No. Kevin McCormick has no current broker registration.
How can I verify Kevin McCormick’s record?
Search CRD 5533934 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin McCormick’s full registration record.