Gordon McCay (CRD# 6033110) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mount Pleasant, SC and has over 11 years of experience in the finance industry. Gordon McCay 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# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Hilton Head Island, SC | Aug 2019 - Current | 4 |
| The Vanguard Group, Inc. | Charlotte, NC | Jan 2018 - Aug 2019 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Charlotte, NC | Oct 2017 - Dec 2017 | < 1 |
| Robert Half Management Resources | Charlotte, NC | Jun 2017 - Sep 2017 | < 1 |
| Fidelity Brokerage Services, LLC | Jacksonville, FL | Feb 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- SC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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