John McCoy, financial advisor Annapolis MD
93 score

John McCoy

CRD Number: 1795007
Current Firm: Lpl Financial LLC

John McCoy (CRD# 1795007) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Annapolis, MD Aug 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Annapolis, MD Mar 2013 - Aug 2015 2
Tiaa Annapolis, MD Mar 2013 - Aug 2015 2
Wells Fargo Advisors LLC Mclean, VA Jun 2011 - Mar 2013 1
Wells Fargo Bank, N.a. Mclean, VA Apr 2011 - Mar 2013 1
Pnc Bank Washington, DC Sep 2005 - Apr 2011 5
Pnc Capital Markets, Inc. Washington, DC Sep 2005 - Dec 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for John S. McCoy
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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