George Mccoy
George Mccoy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dallas, TX, with 33 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
5960 Berkshire Ln Ste 1200, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Prudential-Bache Securities INC.Broker
Rauscher Pierce Refsnes, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- B. SeastoneAmeriprise Financial Services, LLC
- Christopher JengAmeriprise Financial Services, LLC
- Charles JonesAmeriprise Financial Services, LLC
- Grant Clay, CFPAmeriprise Financial Services, LLC
- Aubrey NestmanAmeriprise Financial Services, LLC
- Steven Kalmus, CFPAmeriprise Financial Services, LLC