Phillip McCoyCRD Number: 5957445
Current Firm: Ameriprise Financial Services, Inc.
Phillip McCoy (CRD# 5957445) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Martinsburg, WV and has over 5 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Planmember Securities Corporation
Raymond James Financial Services Advisors, Inc.
|Ameriprise Financial Services, Inc.||Martinsburg, WV||Aug 2012 - Current||4|
|Bank Of America, N.a.||Hagerstown, MD||Jan 2012 - Aug 2012||< 1|
|Merrill Lynch||Hagerstown, MD||Oct 2011 - Aug 2012||< 1|
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||Jul 2011 - Oct 2011||< 1|
|Mutual Of Omaha||Harrisonburg, VA||Aug 2010 - Oct 2011||1|
|Kern Motor Company||Winchester, VA||Feb 2005 - Aug 2011||6|
|Self Employed||Bunker Hill, WV||Sep 2009 - Aug 2010||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV