Cary Street Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
John Mccoy is a certified financial planner working in Arlington, Virginia with 1 year of industry experience. Mccoy is an advisor for Cary Street Partners. During their career, the advisor has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lpl Financial LLC, Old Dominion Capital Management, Dixon, Hubard, Feinour & Brown, Inc and Cary Street Partners Investment Advisory LLC. Mccoy maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in New Jersey, North Carolina, Texas and Virginia. Cary Street Partners is a business that has its headquarters in Richmond, VA. It has offices in 14 locations and a total of 134 employees. It has $6 billion in total assets among its 11,387 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 50 charities and foundations. Of its 11,387 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on the financial services provided. However, fee types charged by Cary Street Partners may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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.
Cary Street Partners Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Mccoy Work History
John has been registered as a financial advisor for 1 years.*
Cary Street Partners Investment Advisory LLC
Dixon, Hubard, Feinour & Brown, Inc
Old Dominion Capital Management
Lpl Financial LLC
Tiaa-Cref Individual & Institutional Services, 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.
Please visit the SEC profile of John 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 Cary Street Partners
Glen Allen, VA
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 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. 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.