Donald McCoyCRD Number: 1433826
Current Firm: Cetera Investment Advisers LLC
Donald McCoy (CRD# 1433826) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Louis, MO and has over 32 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Cetera Financial Specialists LLC||Schaumburg, IL||May 2017 - Current||1|
|Cetera Investment Advisers LLC||Schaumburg, IL||May 2017 - Current||1|
|Unemployed||St. Albans, MO||Sep 2016 - Apr 2017||< 1|
|Raymond James & Associates, Inc.||Town And Country, MO||Feb 2013 - Aug 2016||3|
|Morgan Keegan & Company, Inc.||Town And Country, MO||Dec 2011 - Feb 2013||1|
|Bank Of America,na||Chesterfield, MO||Dec 2009 - Dec 2011||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chesterfield, MO||Aug 2008 - Dec 2011||3|
|Wachovia Securities, LLC||Chesterfield, MO||Jan 2008 - Jul 2008||< 1|
|A. G. Edwards & Sons, Inc.||Chesterfield, MO||Oct 1993 - Jul 2008||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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