Susan McCoy, financial advisor Silverdale WA
93 score

Susan McCoy

CRD Number: 2982685
Current Firm: Money Concepts Advisory Service

Susan McCoy (CRD# 2982685) is an Investment Advisor Representative working at Money Concepts Advisory Service in Silverdale, WA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Palm Beach Gardens, FL May 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Susan G. McCoy
Phone Number: 561-472-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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