Chad McCoy, financial advisor Brainerd MN
90 score

Chad McCoy

CRD Number: 5908932
Current Firm: Edward Jones

Chad McCoy (CRD# 5908932) is an Investment Advisor Representative working at Edward Jones in Brainerd, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Apr 2011 - Current 5
Becker Furniture World Becker, MN Jan 2011 - Apr 2011 < 1
Unemployed Big Lake, MN Jul 2010 - Dec 2010 < 1
California Reimbursement Enterprises Downey, CA Jul 2010 - Jul 2010 < 1
Nemadji Research Company Bruno, MN Jun 2009 - Jul 2010 1
Nightingale Home Healthcare Golden Valley, MN Dec 2008 - Apr 2009 < 1
Unemployed / Caring For Sick Family Minneapolis, MN Jun 2008 - Dec 2008 < 1
Minneapolis Police Department Minneapolis, MN Jan 2008 - Jun 2008 < 1
Arrowhead Regional Planning Commission Duluth, MN Oct 2007 - Dec 2007 < 1
University Of Minnesota Duluth Duluth, MN Jul 2007 - Oct 2007 < 1
City Of Minneapolis Public Works Minneapolis, MN Nov 2006 - Jul 2007 < 1
City Of Minneapolis Planning And Economic Development Minneapolis, MN Mar 2007 - May 2007 < 1
Harley Davidson Sports Center Hermantown, MN Apr 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Chad C. McCoy
Phone Number: 314-515-2000
Registered State(s):
  • MN
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
90
Clean Record
This advisor has a clean track record with regulators.

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