Mcginnis
Mccoy
Prism Advisors, Inc
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About this Advisor
Mcginnis Mccoy is a financial advisor working out of Studio City, California with a total of 6 years of industry experience. Mccoy works at Prism Advisors, Inc. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network, LLC and Personal Resources Investment And Strategic Management, Inc. Mccoy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Prism Advisors, Inc is a firm based in Studio City, CA. It administers $371 million in total assets between its 710 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 710 customer accounts, 34% are held by high-net-worth clients who have more than $1 million in assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on which services are provided. However, fee types charged by Prism Advisors, Inc can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prism Advisors, Inc Brokerage Details
$370,751,155
5
710
$522,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mcginnis Mccoy Work History
Mcginnis has been registered as a financial advisor for 6 years.*
Personal Resources Investment And Strategic Management, Inc
Wells Fargo Advisors Financial Network, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mcginnis Mccoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prism Advisors, Inc
Studio City, CA
Studio City, CA
Studio City, CA
Studio City, CA
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