Kristin McCoyCRD Number: 6384734
Current Firm: Private Management Group Inc.
Kristin McCoy (CRD# 6384734) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 3 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Private Management Group||Irvine, CA||Jun 2013 - Current||4|
|Awsi||Tustin, CA||Jun 2012 - Jun 2013||1|
|Cal State San Marcos||San Marcos, CA||Aug 2007 - May 2012||4|
|101 Things To Do San Diego||Carlsbad, CA||May 2011 - Jul 2011||< 1|
|Dove Canyon Country Club||Trabuco Canyon, CA||Jan 2011 - Apr 2011||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management2,474MILLIONS
Total Number of Accounts5,040ACCOUNTS
Average Account Value$490,780
- 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
AZ, CA, CT, FL, GA, HI, ID, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OR, TX, UT, VA, WA