Coy Kirby
Coy Kirby is a registered investment advisor at Kirby Financial Associates, LLC, based in Darlington, SC, with 15 years of industry experience. Coy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kirby Financial Associates refers clients to AE Wealth Management. AE Wealth Management typically manages client investments using mutual funds, which have their own operating expenses and management fees. These fund fees are separate from the advisory fee charged by AE Wealth Management and are paid by you as a shareholder in the funds.
Location
119-2 East Hampton St., Darlington, SC, 29532
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Coy is an independent insurance agent offering various insurance products, including accident insurance, annuities, and life insurance. He is also the president of Kirby Financial Associates, LLC, offering similar insurance products; this takes about a quarter of his time.
Employment History
Current Registrations
Kirby Financial Associates, LLC
Previous Registrations
Kirby Financial Associates, LLC
State Registrations1 state
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.