Robert McCoyCRD Number: 4579183
Current Firm: Honkamp Krueger Financial Services Inc.
Robert McCoy (CRD# 4579183) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Mason City, IA and has over 8 years of experience in the finance industry.
1st Global Advisors Inc.
Northwestern Mutual Investment Services,llc
Ameriprise Financial Services, Inc.
|Proequities, Inc.||Mason City, IA||Oct 2009 - Current||8|
|Honkamp Krueger Financial Services||Dubuque, IA||Jan 1999 - Current||19|
|Mccoy & Company||Mason City, IA||Jan 1981 - Jan 2011||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2009|
Total Assets Under Management2,671MILLIONS
Total Number of Accounts8,111ACCOUNTS
Average Account Value$329,339
- 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)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY