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About this Advisor
Deron Mccoy is a certified financial planner and chartered financial analyst in Los Angeles, California. Currently an investment advisor with Seia, Mccoy has a notable 23 years of professional experience as a financial advisor. Mccoy holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mccoy can advise investors in California and Texas. Their career trajectory has included roles at Signature Investment Advisors, LLC, Signator Investors, Inc, Signature Estate & Investment Advisors, Royal Alliance Associates, Inc and Signature Intelligent Portfolios, LLC. Seia is headquartered in Los Angeles, California, and has six additional offices in the United States. As an advisor firm, Seia oversees $6 billion in assets dispersed across 10,210 accounts and retains more than 85 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 1,512 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Seia offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Seia Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Deron Mccoy Work History
Deron has 23 years of experience.
Royal Alliance Associates, Inc
Signature Intelligent Portfolios, LLC
Signature Investment Advisors, LLC
Signature Estate & Investment Advisors
Signator Investors, Inc
Deron Mccoy has no disclosures.
Please visit their SEC profile for more details.