Errol Mccoy is a registered investment advisor, based in Charlotte, NC, with 24 years of industry experience. Errol is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2008Settled
Other Business Activities
Errol is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
Employment History
Current Registrations
Vanguard Advisers, INC.
October 2016 - Present · 10 yrs
Vanguard Marketing CorporationBroker
October 2016 - Present · 10 yrs
Vanguard Marketing Corporation
October 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - October 2016 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - October 2016 · 2 yrs
Schwab Private Client Investment Advisory, INC.
January 2012 - October 2014 · 2 yrs 9 mos
Charles Schwab & CO., INC.
January 2008 - December 2011 · 3 yrs 11 mos
Charles Schwab & CO., INC.Broker
February 2004 - October 2014 · 10 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
February 2003 - March 2004 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
December 2000 - July 2001 · 7 mos
Waddell & Reed, INC.Broker
February 1994 - July 1994 · 5 mos
State Registrations4 states
AZFLNCTX
AdvisorBrokerBoth
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
No exam information available for this advisor.
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