Wimberly Mccoy
Wimberly Mccoy is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in New Orleans, LA, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
639 Loyola Avenue, Suite 200, New Orleans, LA, 70113
Get directionsHistory
Regulatory History (4)
Judgment / Lien
May 2016Customer Dispute
December 2015Judgment / Lien
March 2010Judgment / Lien
February 2010Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Sterne Agee Asset Management, INC.
Sterne, Agee & Leach, INC.Broker
Sterne Agee & Leach, INC. Capital Management
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Howard, Weil, Labouisse, Friedrichs INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations12 states
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