Phillip McCoy, financial advisor Martinsburg WV
90 score

Phillip McCoy

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Phillip W. McCoy
Phone Number: 612-671-3131
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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