Chad McCoyCRD 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.
Investment Centers Of America, Inc.
Cetera Advisors LLC
Ameriprise Financial Services, Inc.
|Edward Jones||St. Louis, MO||Apr 2011 - Current||6|
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.