Nicole Mccoy is a registered investment advisor, based in Huntersville, NC, with 27 years of industry experience.
Location
16810 Kenton Drive, Suite 220, Huntersville, NC, 28078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole is an employee and licensed bank advisor at Pinnacle Financial Partners/Pinnacle Bank since 2021, discussing wealth management needs with clients and prospects and referring them to Raymond James Advisor for investment products and services. She also refers clients to Pinnacle Asset Management and works directly with partners from this group, dedicating about a quarter of her time to each of these Pinnacle-related activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations1 state
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