Charles McCoyCRD Number: 5322674
Current Firm: Truist Advisory Services, Inc.
Charles McCoy (CRD# 5322674) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 15 years of experience in the finance industry.
Martello Investments, LLC
Fidelity Personal And Workplace Advisors
Cambridge Investment Research Advisors, Inc.
|Truist Advisory Services, Inc.||Norfolk, VA||Mar 2021 - Current||1|
|Truist Investment Services, Inc.||Norfolk, VA||Feb 2021 - Current||1|
|Bb&t Securities, LLC||Norfolk, VA||Jan 2018 - Feb 2021||3|
|Bb&t Investment Services, Inc.||Chesapeake, VA||Mar 2013 - Jan 2018||4|
|Massmutual||Springfield, MA||Feb 2007 - Mar 2013||6|
|Mml Investors Services, Inc.||Virginia Beach, VA||May 2007 - Sep 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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