Shawna
Mccoy
Acumen Wealth Advisors, LLC
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About this Advisor
Shawna Mccoy is a financial advisor operating out of Chattanooga, Tennessee, who has 3 years of industry experience. Mccoy is currently employed by Acumen Wealth Advisors, LLC. During their career, the advisor has held roles at Wells Fargo Advisors Financial Network, LLC, Ridgedale Child Care Development Center, Stride Rite Corporation and Acumen Wealth Advisors, LLC. Mccoy has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Acumen Wealth Advisors, LLC is a business based out of Chattanooga, TN. It manages $339 million in total assets across its 225 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 225 accounts, 47% are associated with high-net-worth individuals who have at least $1 million in investable assets. Acumen Wealth Advisors, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by Acumen Wealth Advisors, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Acumen Wealth Advisors, LLC Brokerage Details
$338,530,770
16
225
$1,504,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Shawna Mccoy Work History
Shawna has been registered as a financial advisor for 3 years.*
Acumen Wealth Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Ridgedale Child Care Development Center
Stride Rite Corporation
*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 Shawna 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 Acumen Wealth Advisors, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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