Mike Mc CoyCRD Number: 1798106
Current Firm: Ameriprise Financial Services, Inc.
Mike Mc Coy (CRD# 1798106) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Riverside, CA and has over 19 years of experience in the finance industry.
Financial Management Network Inc.
Centaurus Financial, Inc.
|American Express Financial Advisors Inc.||Moreno Valley, CA||Jan 1988 - Current||30|
|Ids Life Insurance Company||Minneapolis, MN||Jan 1988 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
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