McAllister Capital Management
43yrs
Top advisor by experience in Jackson
20yrs
Alan Patrick McCormick
Financial advisor at Ballew Advisors
Alan Patrick McCormick has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Jackson, Mississippi. Alan has been with Ballew Advisors since 2006. Alan holds the CFP® designation.
One of 128 advisors with offices in Jackson, and one of 116 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office100 Vision Drive Suite 325, Jackson, MS 39211
FirmBallew Advisors
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$738,677
Advisors at the firm8
States licensed ?1 state
Services through Ballew Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowBallew Advisors Inc.Current firm
Questions to ask Alan
Tailored to Alan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alan
How do I contact Alan?
Call Ballew Advisors at 601-368-3500 and ask for Alan Patrick McCormick. Alan works from the Jackson, MS office.
How long has Alan been a financial advisor?
Alan has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Alan hold?
Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Ballew Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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