Jim McCormick, AIF® - PMD Advisory

Jim McCormick, AIF®, CPFA

Jim has served clients with sensible investing principles at PMD Advisory since 2004. He provides wealth management services to select individuals and provides retirement plan services to corporations and their employees.

Jim graduated from Auburn University with a bachelor’s degree in psychology. As an Accredited Investment Fiduciary® (AIF®) and with advanced studies in 401(k)s and Cash Balance Plans, Jim has leading-edge training and resources at his disposal to assist plan sponsors with fulfilling their fiduciary requirements. As an investment advisor, Jim holds FINRA Series 6, 7, 63, and 65 licenses.

Jim serves as a board member for the Haggai Institute, with over 90,000 leaders fulfilling the Great Commission. Jim has served as treasurer and lead the investment committee of Magic Moments. Magic Moments fulfills the wishes of chronically ill children in Alabama. He is a member of Church of the Highlands. Jim is blessed with 3 kids that are proud Vestavia Rebels. His free time is filled with coaching soccer as well as watching his girls participate in gymnastics and dance.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment advisory services offered through People Make the Difference, a Registered Investment Advisor. People Make the Difference and Cambridge are not affiliated. We are able to conduct a limited amount of advisory business in additional states as permitted by various de minimis exemptions. This communication is strictly intended for individuals residing in the states of AL, CO, FL, and GA. No offers may be made or accepted from any resident outside the specific states referenced. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, PMD Advisory makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. People Make the Difference, also doing business as PMD Advisory.

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2032 Shady Crest Drive | Vestavia Hills, AL 35216

205-986-0060 | jmccormick@pmdadvisory.com

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