Retirement Fund Management
About this Advisor
Mark Mccoy is a financial advisor working out of Atlanta, Georgia, with 27 years of experience as a financial advisor. Mccoy is an employee of Retirement Fund Management. They have worked at Retirement Fund Management for their complete career. Mccoy has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Georgia. Retirement Fund Management is a registered investment company that has its headquarters in Atlanta, Georgia. The firm has just four employees. It oversees $843 million in assets between its 17 customer accounts, making it one of the bigger firms in the United States by assets under management. Retirement Fund Management has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial advice typically depend on which services the firm provides the client. Fee types charged by Retirement Fund Management may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Retirement Fund Management Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Mark Mccoy Work History
Mark has 27 years of experience.
Retirement Fund Management
Mark Mccoy has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Retirement Fund Management
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.