Charles McCoy, financial advisor East Liverpool OH
93 score

Charles McCoy

CRD Number: 1310186
Current Firm: Cetera Advisor Networks LLC

Charles McCoy (CRD# 1310186) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in East Liverpool, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Securites Brokerage Services, Inc. Carnegie, PA May 2015 - Current 1
Cetera Advisor Networks LLC El Segundo, CA May 2015 - Current 1
Metropolitan Life Insurance Company East Liverpool, OH Aug 1983 - Current 33
Metlife Securities Inc. East Liverpool, OH Aug 1983 - May 2015 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Charles W. McCoy
Phone Number: 310-326-3100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
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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