Shawn Mccoy
Shawn Mccoy is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 29 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
530 W Spring Street, Suite 160, Columbus, OH, 43215
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2000Customer Dispute
November 1998Other Business Activities
Shawn has business ownership in an entity at 530 West Spring St in Columbus, OH since January 2023. This activity is not investment-related and requires minimal time, about 1-9 hours per month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
State Registrations10 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.