Travis McCoy, financial advisor Mclean VA
90 score

Travis McCoy

CRD Number: 6131188
Current Firm: Wells Fargo Advisors, LLC

Travis McCoy (CRD# 6131188) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mclean, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Washington, DC Oct 2012 - Current 4
Mccoy Governmental Affaris And Legal Services Leesburg, VA May 2010 - Oct 2012 2
Kahn And Associates Richmond, VA Jan 2009 - May 2010 1
John Kennedy For Us Senate Baton Rouge, LA Oct 2007 - Dec 2008 1
Law Offices Of Sris Fairfax, VA Sep 2007 - Oct 2007 < 1
Law School Dayton, OH Aug 2003 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Travis I. McCoy
Phone Number: 314-875-3000
Registered State(s):
  • DC
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, OR, 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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