Robert McCoy (CRD# 2833900) is an Investment Advisor Representative working at Howard Bailey Securities, LLC in Fort Wayne, IN and has over 27 years of experience in the finance industry. Robert McCoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 2362499
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Howard Bailey | Fort Wayne, IN | Jun 2016 - Current | 7 |
Howard Bailey | Fort Wayne, IN | Dec 2014 - May 2016 | 1 |
Aqua Coral Farms LLC | Fort Wayne, IN | Apr 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1997 |
S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- IN
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Total Assets Under Management463MILLIONS
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Total Number of Accounts4,344ACCOUNTS
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Average Account Value$106,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, FL, GA, IL, IN, MI, MO, NC, NV, OH, SC, TN, TX
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